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Last week, America's IRA Experts descended on San Diego, California for our 2-Day IRA Workshop, Instant IRA Success. While we were in San Diego, we took the time to record some interactive, informational roundtables from the 30th floor overlooking the bay at the beautiful Grand Manchester Hyatt.

Good morning, We counseled a client to use the NUA provision concerning the rollover of their 401K. The stock was...

Many times we get the question “Do the 60-day rollover rules apply to Roth IRAs?” The answer is, yes. We explain why in detail below.

I’m a financial advisor and have never encountered this fact pattern before. In the 1980s and 1990s it was common...

This week's Slott Report Mailbag comes to you from the Manchester Grand Hyatt in San Diego, California and Ed Slott's 2-Day IRA Workshop, Instant IRA Success. We answer questions on Roth IRA contributions and more.

I have two 403(b) accounts. One 403b account is with my current hospital employer and the second 403b account is...

IRA owner father dies at 81, has 2 separate IRAs, the son is the primary beneficiary of one of his...

A SEP, or Simplified Employee Pension Plan, is an IRA-based employer retirement plan that’s very similar to a profit sharing plan. All SEP contributions are made by your employer. The employer decides how much to contribute for the year, anywhere from 0% to 25% of an eligible employee’s compensation with a maximum of $51,000 for 2013. After your employer decides how much to contribute, that contribution will be deposited into your IRA. Note that SEP contributions can never be made into your Roth IRA or your SIMPLE IRA.

We are ready to welcome another group of dedicated financial professionals to Ed Slott and Company's 2-Day IRA Workshop, Instant IRA Success, which begins this Thursday from the spectacular Manchester Grand Hyatt in San Diego, California.

An attorney's client has a couple of small IRA accounts. He is not currently working. There is a possibility that he may need to qualify for Medicaid in the future. He has a large amount of cash just lying around. The attorney's idea? Just tuck the cash into a Roth IRA. After all, it is after-tax money so what's the problem? We explain below.