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This week's Slott Report Mailbag answers what we call some of the "nuts and bolts" of IRA planning. We received questions on required minimum distributions (RMDs) and inherited IRAs - two of our most popular topics, and also two of the topics where we see the most mistakes and disaster stories. Away we go with another Thursday mailbag!

Client is 65 and has $403 in IRA. $63k is after tax contributions.Client considering converting entire amount in 2012 and...

Unless you've been locked in the cellar of a medieval castle since the November elections, you've likely heard about the fiscal cliff issue – the popular name given to the impending simultaneous tax increases and budget cuts. No doubt this raises concerns about how going over that cliff, if it happens, could affect you.

In the current debate over the upcoming fiscal cliff, limiting income tax deductions is being discussed as a way to increase federal tax revenue. Charities could be adversely affected. Click to find out out.

client is electing to take ss at age 64 while still working P/T. She is stating that after age 66,...

I have a client that’s sister died and left him her BD Ira. Does he have to take it over...

Person has a 403-B acct held at their previous employer for the last 5 yrs. He is now 71. He...

I just did a trustee to trustee rollover of my 401k to an IRA and a Roth IRA. It was...

A misconception we see frequently is individuals thinking they have until April 15th to do a Roth conversion for the prior year. The Roth conversion rules are not the same as the Roth IRA contribution rules. We explain the difference below.

This week's Slott Report Mailbag looks at Roth contributions and the prerequisites necessary to make a contribution. We also answer a question on investing inherited IRA money in an IRA annuity.