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Does the first two pages of every financial institution consists of IRA model Traditional IRA document Form 5305-A? The form...

The Japanese prime minister has come up with a new estate tax rate proposal that is far different than current United States estate tax law. Ed Slott and Company IRA Technical Consultant Jeffrey Levine looks at the Japanese proposal and how it compares to U.S. law (along with some helpful information on the United States' estate tax benefits) in the IRAtv video found at this link or embedded below.

My Thrift Savings Plan allows full withdrawals, partial withdrawals, or periodic withdrawals. I am allowed only 1 partial withdrawal. Can...

Timing Social Security
Benefits and IRA
Distributions
• Typical Building Blocks for a
Successful Plan
• The Power in Delaying Social
Security
• Spending Down IRA Money
to Delay Social Security Can
Lower Future Tax Bills
• Understanding the Tax
Advantages of Social Security
Benefits
• Using Advanced Social
Security Tactics to Maximize
Lifetime Income
• How to Supplement Income in
the Early Years
• Planning for Single Clients
• Advisor Action Plan
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The general rule for making IRA contributions after an individual dies is that you can’t. However, as is the case with many of the IRA rules, there is an exception. We explain below.

This week's Slott Report Mailbag looks at the once-per-year rollover rules, touches on how to name a properly titled inherited IRA and once again dissects the always-confusing Roth IRA 5-year rules. Click to read a Q&A with our IRA Technical Expert.

You can transfer the taxable portion of an IRA to a 401(k) and keep the cost basis in the IRA....

While many of us know that you can convert an IRA to a Roth IRA, a process that’s not as well understood is a Roth 401(k) conversion. If you participate in a 401(k) at work, you can convert your existing plan assets to a Roth account inside the 401(k) plan. This option is known as an “in-plan conversion.” But check with your employer first because although the law allows an in-plan conversion, your plan may not have this option.

I am maxing out my 401(k) or I am contributing to a 401(k), can I also make an IRA contribution? We get asked that question a lot. Find the answer below.

This week's Slott Report Mailbag includes an answer to a question on those rules, as well as an inquiry on spousal beneficiary rules and the differences between an IRAs and fixed annuities. Click to read a Q&A with our IRA Technical Expert.