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When completing a Net Unrealized Appreciation strategy, the value of the employer’s cost basis in the stock is taxable as...

I have a 69 client with two Roth IRAs that he is planning to leaving to his wife and children....

Client is 70 1/2 this year so is looking at making RMDs from his IRAs and Single 401(k) plan. He...

Good Afternoon A couple of questions regarding farm income Does an indiviudal that has farm income have to report it...

This week's Slott Report Mailbag includes questions on the always-complicated Roth IRA 5-year rules and the pro-rata rule. As you can see, this is just the tip of the iceberg when it comes to IRA planning rules.

Ed Slott and Company IRA Technical Consultant Jeffrey Levine discusses 3 financial and retirement planning keys you should discuss with your impending spouse as your wedding nears. Jeffrey talked about these keys in the IRAtv YouTube video below.

Hello, 1A. To the extent an IRA owner has begun taking RMD’s, and the IRA is being left to a...

I have submitted (by mail) my 5329 forms to the IRS with letter to waive any penalty.I await a reply...

The IRS issued a News Release (IR-2013-43) that gives a three-month tax filing and payment extension to Boston area taxpayers and others affected by the bombs at the Boston Marathon on Monday, April 15th. The new deadline is July 15, 2013.