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The new tax provisions within the American Taxpayer Relief Act of 2012 make some subtle, if not substantial, changes to income tax rates, the top estate tax rate, capital gains rates for upper-income earners and more. Click to learn how these changes may impact you.

Hi, I am 31 and have been fully funding Roth IRAs for my wife (28) and I for several years....

For those who took their RMD in December 2012, they can write a check for that amount ONLY to charities...

Congress finally got around to passing tax legislation for 2012 with the American Taxpayer Relief Act of 2012. It revived qualified charitable distributions (QCDs) for two years – retroactively for 2012 and also for 2013. They had to tweak the rules, though, for 2012 since they did not renew the provision until 2013. What major tweak is in store?

A new tax law brings a lot of indecision, and we expect the questions to start pouring in over the Taxpayer Relief Act of 2012. In the short term, we continue to see many questions about how to forge forward with proper planning in 2013, outside any of the tax provisions from the new law. This week's Slott Report Mailbag tackles Roth conversion income limits, Roth recharacterizations and the rules governing IRA distributions.

I inherited a Roth when my mother died in 2001. There was an investment in it in an L.L.C. that...

I will try and make my situation as simple (numerically) as possible and appreciate help: I am 68 years old...

The House of Representatives passed a previously-passed Senate bill (H.R. 8), a 157-page bill called the American Taxpayer Relief Act of 2012. There are many retirement planning provisions included in the bill that kept the United States from plunging off the fiscal cliff (cue scary music, plus the equally-scary reality that another showdown over spending cuts and deficit reduction is looming on the horizon).

You may not have noticed that the IRA contribution and income limits increased for 2013 thanks to wall-to-wall coverage of the fiscal cliff. You may not have noticed that the IRA contribution and income limits increased for 2013 thanks to wall-to-wall coverage of the fiscal cliff.

Tick, tock, tick, tock. 2013 is almost here, and we at The Slott Report want to provide a few more important points to remember if you are still sorting through year-end retirement planning. These are the questions I am getting most frequently as we near the end of the year.