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The holiday season is upon us once again. There are a lot of things we associate with this time of year, but one of the most common has to be exchanging gifts with those we love. I can remember, as a child, writing out my wish list each year and the excitement I’d have wondering which gifts I might actually receive. Recalling those days I thought I would once again prepare a wish list, but with a little twist. Below you will find my holiday wish list to Congress and the IRS for changes I’d like to see made to the tax code.

Sir/Madam, I have a client who has a RMD of $16,361.22 this year. He has already distributed $10,000 to himself....

So I have two Roth IRAs at two different stock brokers (#1 and #2) and, since one offers low commissions...

Many areas in the Northeast were declared federal disaster areas as a result of Hurricane Sandy. The IRS has provided help for the victims of Hurricane Sandy. Some of the retirement plan initiatives the IRS has announced are explained below.

Hello We have a client who passed away in august 2012. He was 80 years old and had a Roth...

I have a client that rolled over a 403b after retirement to an IRA. The client is 74 and did...

TIRA account owner dies in 2011 at age 75 after taking 2011 RMD Surviving spouse also age 75 is sole...

Hi, My client (age 58, already retired) has about $22k in the “After Tax” part of the 401k and about...

You want to leave your Roth IRA to your grandchildren. You are worried about required distributions at age 70 ½ if you are still working. You want to know all of the tax specifics of a year-end Roth conversion. You have come to the right place, a special post-holiday Monday edition of The Slott Report Mailbag.

Maybe this question was asked already but can’t find the answer to my question. I’m a grandpa and was thinking...