Site search

A client deposited an extra payment into her Roth IRA. We are after the tax deadline of April 15th, so...

The sequester is coming! The sequester is coming! That is all you heard in February and March. What does that mean for you?

I am working with a 69 year old divorced woman who received a portion of her ex-husband’s Deferred Profit-Sharing Plan...

This week's Slott Report Mailbag discusses Roth IRA contributions, conversions and the availability of certain employer-sponsored retirement plans. Click to read a Q&A with our IRA Technical Expert.

Tradition has it that when a man and a woman get married, the woman typically takes the last name of her husband. Although today, many choose to modify this tradition, perhaps by hyphenating their maiden name with their husband’s surname, or do away with it altogether and keep their own name, there are still many who keep this tradition alive.

If the beneficiary is a church or charitable organization, what % of the cash value premiums are tax deductible for...

If a client gifted 14k to a son and daughter in law (total 28k) and then the son and daughter...

client has 3 children who are married. She wants to gift to them all this year. a. She can gift...

Most of us have loans of some sort, whether it's a mortgage on our home, a car loan, student loan, etc. Or maybe you're thinking about applying for a new loan. In order to get the loan, the bank or other lending institution might require you to have some collateral or pledge some assets as security for the loan. However, if you have an IRA, you can’t use it as collateral for any personal loans.

We have a new client who’s husband requested a rollover from Ford Motor Co. to go into an IRA at...