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I have a client that is married to an individual that has her green card. He has left his company,...

I HAVE A ROTH IRA AND MY SISTER AND BROTHER ARE CURRENTLY MY BENEFICIARIES. I WILL SOON BE MARRIED. CAN...

Prior to 1958, the U.S. did not provide a pension for its former presidents. George Washington retired to Mount Vernon where he resumed his role as a plantation owner/farmer. Abraham Lincoln did not live to collect a pension. His wife, Mary Todd Lincoln, petitioned Congress for a widow's pension in 1870, five years after Lincoln's death. She was awarded the sum of $3,000 a year.

Under the recent law,the IRS is again permiting an IRA owner at 70.5 years old to make a direct gift...

Retirement planning is about time...and it sure does fly. Maximizing your time and planning early (while thinking about how to minimize risk later in life) is quintessential to any successful plan. This week's Slott Report Mailbag examines ages (particularly ages 59 1/2 and age 70 1/2) as they relate to retirement planning.

Can a husband take a tax-free distribution of $13k from his IRA and gift it to his wife? If so,...

Updating Existing
Planning Strategies
Post-ATRA
A Fresh Look at NUA,
Roth Conversions and
Transfer-Tax Planning
• An Updated Look at Net
Unrealized Appreciation
(NUA)
• A Fresh Look at Roth
Conversions
• Planning Strategies Using the
Current Estate,

Good Afternoon I have what I hope are a couple of general questions regarding excess IRA contributions. An account owner...

My wife contributed $22,500 pretax to her company’s 401K. Additionally she contributed $3803 after tax dollars to her company’s 401K....

Social Security has been a popular topic of conversation among current and soon-to-be retirees as well as Washington lawmakers as Congress tries to deal with a major deficit issue. Below we talk about some of the ties between IRAs and Social Security as well as some of the misconceptions.