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This question relates to a 401K participant age 73 in 2013. The employer is reorganizing/merging with another firm. The existing...

(You won’t get penalized for overpaying your taxes. The IRS could conceivably correct your return and refund the small taxes...

IRS recently issued a "friendly" reminder to taxpayers who did Roth conversions back in 2010 and took advantage of the two-year deal to split their conversion income equally between 2011 and 2012. IRS wants to be sure that those taxpayers do not "forget" to include the second half of their conversion on their 2012 tax returns.

This week's Slott Report Mailbag includes some of the more popular questions we receive each week. Can I contribute to a Roth IRA? What happens to my deceased parent's required minimum distribution (RMD)? We answer those questions and more in the question-and-answer below.

Hello, According to Pershing, if a non-individual (including certain trusts) is named as a beneficiary of a retirement account, RMD’s...

A person turned 70 1/2 this year and just retired with a 175k 401k balance. He will be in a...

Good Morning I am looking for guidance/clarification regarding a trust situation. Can a non-individual (i.e. charity) be removed as a...

So far this year, we've received a lot of questions on the new 3.8% health care surtax, so we decided to take a few of the most frequently asked questions and answer them here, so that everyone can benefit from them.

Met with a young lady (age 31, will call Lucy)this morning who’s mother passed away in May of 2010. Lucy’s...

Over 100 of the nation's top financial advisors will be at the Hyatt Regency Orlando International Airport Hotel next Monday and Tuesday, March 11-12, for Ed Slott's 2-Day IRA Workshop, Instant IRA Success.