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My sister died in 2011. I was the beneficiary of her Thrift Saving Plan (TSP) Account, and requested that the...

This week's Slott Report Mailbag includes questions about where to put your IRA money, RMD requirements, and excess IRA contributions. Click to read a Q&A with our IRA Technical Expert.

My mother and father both died in 2012. Mom died first, and she had not taken out her 2012 RMD....

President Barack Obama delivered his State of the Union address to the American people last night. With that in mind, we want to take a look at some of the questions that arise when the State of your Union changes. What changes are there to your IRA when you get married? What would happen to your IRA if you got divorced? We explore these questions and more in a short Q-and-A below.

A client (54) just retired. She rolled over her entire 401k to and IRA. Fidelity sent her a seperate check...

Even though Hurricane Sandy occurred in late October 2012, its effects are still being felt. The IRS issued several news releases describing the postponement of certain tax-related deadlines for victims affected by Hurricane Sandy. These postponements also apply to IRA and other retirement plan deadlines. The relief applies to many counties in New Jersey, New York, and Connecticut.

I have a client in a Savings & Profit Sharing Plan. The bulk of the money is pre-tax. With the...

Hello, I’ve reviewed the matter of having a conduit or discretionary trust as beneficiary of a client’s IRAs (in aggregate...

The IRS updated Publication 590, Individual Retirement Arrangements (IRAs) For use in preparing 2012 Returns. This publication is a good source of basic information about Traditional and Roth IRAs, simplified employee pension (SEP) plans, and savings incentive match plans for employees of small employers (SIMPLE) IRA plans. Pub 590 contains a section called “What’s New for 2012.” See some of the notable changes below.

Mom died in 2001 and leaves Roth to daughter. Daughter takes no RMDs but just now has become aware she...