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A client recently rolled his 401k into an IRA. On receipt of his 1099’s he found that a portion of...

If you are in the midst of getting a divorce or you're already divorced, you might be awarded some or all of your ex-spouse's company retirement plan funds, such as a 401(k) plan, as part of the property settlement. If so, there are a few things you need to know before you get those funds. We detail these below.

My sister an I inherited an IRA from my dad who died in the fall. We split the IRA into...

This week there were five private letter rulings (PLRs) issued by IRS that dealt with IRA issues. Don’t let these problems happen to you or to your clients! Click to learn more about these rulings.

Hi Everyone, I made a loan from my Sep IRA to a foreign company building a real estate project. I...

I am hoping someone can comment (explain) the answer the folks at the Slott report gave the beneficiary. I was...

scenario: 401k owner, age 86, passed away on 10/17/2013. I’m not positive if he had taken his 2013 RMD, but...

Come rain, sleet, or in this case, a Nor'easter of snow, we still deliver The Slott Report Mailbag with questions about IRA required minimum distributions (RMDs), beneficiaries when one wasn't listed (hint: the spouse isn't automatically the beneficiary) and the Roth IRA conversion rules.

If client converts a non deductible IRA to Roth tax free, then later during the same calendar year rolls a...

Have a question as to if anyone has any good solutions to a unique incident. (names changed to CLIENT and...