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During Jan-Mar 2012, I contributed the full amount of $16,500 into the company 401K. The job terminated unexpectedly in Apr...

If an employee takes a leave of absence (say for medical reasons) then comes back a year or so later...

We have written extensively about required minimum distributions (RMDs) for IRAs, but we haven't talked a lot about RMDs for 401(k) plans. Our staff writers and technical consultants have started to receive a steady stream of questions on this topic, so we decided to devote some virtual estate to answer a few of the frequently asked questions.

The Department of Labor’s Employee Benefits Security Administration (EBSA) issued Technical Release 2013-04, describing its position on the recognition of same-sex couples with respect to employer retirement plans and other employee benefits as a result of the Supreme Court’s decision in United States v. Windsor. We explain the details of the decision below.

I have a question regarding QDROs. My understanding is that in a divorce the splitting of retirement assets specifically in...

You have your IRA at a large, reputable firm. They are going to give you accurate information, right? Not always. Consider the following:

Avoid These IRA Annuity Traps • Using the Wrong Value to Calculate Roth Conversion Income or RMDs • Don’t Fall Into the “Spring-Back”

This week's Slott Report Mailbag includes questions on using severance pay as compensation for 401(k) contributions, using non-cash distributions to satisfy RMDs (required minimum distributions, and rolling an after-tax 401(k) to a Roth IRA. Click to read a Q&A with our IRA Technical Expert.

There were two key tax law changes in 2010 that encouraged people to convert their existing retirement accounts to Roth IRAs. We explain these changes and how they may affect you below.

When you are entitled to receive withdrawals from your employer's retirement plan, such as a 401(k), a rollover to an IRA is a smart move in most cases. But there are some times when it’s best to leave the money in the employer plan and NOT do a rollover to an IRA. We detail those scenarios below.