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How can you and your financial advisor work together to lower your tax liability? One of the questions we often ask financial professionals is, "what have you done to lower your clients' exposure to the new 3.8% healthcare surtax on net investment income?" View our IRAtv video below.

When individuals take withdrawals from their IRAs, it's usually a cash withdrawal. By cash, we don't mean dollar bills; instead it's usually done by issuing a check. But it's possible to take a non-cash withdrawal from certain IRAs. These non-cash distributions are known as property distributions or “in-kind” distributions. Click to learn more about these distributions.

Good Afternoon I have what I hope is an easy question FACTS Roth IRA account owner determines he is ineligible...

The IRS 10% early distribution penalty does not apply to an IRA distribution used to acquire (purchase, construct, or reconstruct,...

Client has a Solo 401k from when she was self employed in 2012. She is no longer self-employed. She has...

When the IRS releases a new Model IRA agreement the IRS recommends adoption of the latest mode IRAs (Rev. Proc....

What happens when you or your client inherits more than one IRA? Can they be combined into one account? Do you have to take required minimum distributions (RMDs) from each account separately or can the distributions be aggregated? The answer will depend on who the inherited account came from as well as what type of account it is.

Hi, My friend had $120,000 company stock in her 401K contributed by company match, cost basis about $60,000. She also...

The Slott Report has extensively looked at IRS' DOMA guidance as it relates to taxes, IRAs and same-sex married couples through IRS Rev. Ruling 2013-17. Now, we have put all key points into a video alert at Ed Slott and Company's YouTube Page, IRAtv. The video below with Ed Slott and Company IRA Technical Consultant Jeffrey Levine talks about the tax and retirement planning issues related to Rev. Ruling 2013-17.

I have inherited a non spousal 401k. The 401k consisted of both before tax and after tax money. The 401k...