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If employee’s 401k holds pretax, aftertax, and Roth amounts, what is best way to distribute/rollover? Preference is to roll over...

I’m curious if anyone has any thoughts on this situation. My client has inherited an IRA from his father who...

It is year-end. Retirement account owners and beneficiaries are grappling with required distributions for 2013 and, in some cases, with missed distributions from prior years. When there is a missed distribution, we constantly get the question, “Do I have to do an amended tax return?” The answer is, “No.”Distributions from retirement accounts are taxable to the recipient in the year in which the funds come out of the account. Read more for some examples.

A man is 56 and inherited an IRA from his mother. She was making Required minimum distributions and he is...

Top IRA Rulings of 2013
• ATRA Expands In-Plan Roth
Conversions
• Roth Conversions Can Help
IRA Trusts Avoid the New
39.6% Top Income Tax Rate
• IRA Estate Planning Post-
ATRA
• U.S.

AFTER I CALCULATE MY MINIMUM DISTRIBUTIONS FROM MY 401K AND IRA PLANS. CAN I TAKE THE COMBINED MINIMUM FROM EITHER...

"Don't Let the IRS Gobble Up Your IRA," yet if you listen to the national newspaper article we read yesterday, that's exactly what the IRS will do. This article's author makes major mistakes, using the wrong IRA minimum distribution table in his example, using the wrong percentage when talking about required distributions from your IRA balance and more.

IRS Private Letter Ruling 201342017 is a ruling that involved a Ponzi scheme in an IRA. An IRA owner we will call "Alex" asserted that his failure to complete his IRA rollover within the 60-day rollover window was because his financial adviser engaged in a Ponzi scheme.

Ed Slott and Company IRA Technical Consultant Jeffrey Levine lays out 3 different ways you can give to charity in 2013, how charitable giving can help you at tax time and key strategies to take advantage of before the end of the year. It's December, so with that in mind, we lay out 3 ways you can give to charity in 2013.

My wife just found out she inherited an IRA from her dad, who died in 2002 at age 54. Why...