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This week's Slott Report Mailbag includes questions about helping your grandchildren pay for the ever-rising cost of college tuition plus the intricate 60-day IRA rollover rule.

Where might I find past PLRs that spoke to the topic of requesting an exception for custodian errors as it...

Now that we are in the middle of the summer of 2013, have you ever thought about contributing to an IRA for your child or grandchild this year? It’s possible as long as certain rules are followed. We explain these rules below.

Individual, age 75, is now working part-time for the same employer (small medical practice) and contributions are no longer being...

On June 26, 2013 the United States Supreme Court struck down part of the Defense of Marriage Act, commonly known as DOMA, as unconstitutional. In particular, the Supreme Court decided that if same-sex marriages are recognized under state law, the federal government must recognize those marriages as valid too. This has obvious implications for a virtually infinite list of financial items including federal tax issues, Social Security benefits, healthcare benefits and various rights with regard to retirement assets afforded under ERISA.

A person turns 70 1/2 this year, is employed and is participating in a 401K. This person also has an...

On June 26, 2013, the Supreme Court ruled that the Defense of Marriage Act (DOMA) was unconstitutional. The ruling opens the door for same-sex couples who are married under state law to enjoy the same tax benefits that opposite-sex married couples have.

I have a client that has $37k in after tax contributions and $520k in pre-tax. Is the strategy to get...

A prospect wanted to stop receiving his monthly check because he wants it to build up. But he is only...

This month's IRA Updates looks like Private Letter Ruling 201324022, in which IRS waived the rollover requirement due to a fraudulent withdrawal by the husband in this case. We look at the case and the ruling below.