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I would like to start annual conversions from an IRA to a Roth IRA at age 57 and continue them...

I would like to leave both my own and my spouse’s Traditional IRA accounts to a SINGLE trust upon our...

The 60-day IRA rollover rule is well documented, but there's another special rule (the 65-day rule) for IRA trust beneficiaries and trustees. Ed Slott IRA Technical Expert Jeffrey Levine takes you through the nuts and bolts of the rule in the IRAtv video below.

I want to open a custodial IRA for 2013 for my minor child. How can I fund this retirement account...

The IRS updated the 2013 version of Publication 560, Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) For use in preparing 2013 Returns. This publication contains basic information on employer retirement plans such as simplified employee pension (SEP), savings incentive match plan for employees of small employers (SIMPLE), and qualified retirement plans.

If the IRA owner dies after the RBD (and, consequently, has been taking RMDs for some period of time), my...

Asset valuation is coming under greater scrutiny. It started with valuations used for calculating estate tax. IRS questioned valuation discounts used in many estates and was successful in many of these challenges.Then came the housing crash, the market crash and the mortgage security problems in 2006 and beyond. As a result, the SEC (Securities and Exchange Commission) is now looking harder at how illiquid investments in alternative funds are being valued.

I retired a few years ago with the HSA required high deductible health insurance. The employer will also continue a...

My client’s father passed away January of 2010 at age 83 and left a 401(k) to his two children, who...

Last week President Obama delivered his State of the Union address to the nation and introduced us all to a new type of retirement account, the myRA. Since then, the ins and outs of the new accounts have been minced and parsed in just about every way imaginable. Click to find out what some advisors are getting wrong about myRAs.