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A client of mine did a Roth conversion in 2009. Subsequently, he and his wife ended up filing taxes as...

Can a spouse make two separate tax free transfers one at the time of the divorce and a lesser one...

Most of the talk of the fiscal cliff focuses on the impending tax increases and budget cuts and the impact that they will have on businesses, governments, and, ultimately, on taxpayers. One of the ways that taxpayers will be affected is caused by the impact of the fiscal cliff on IRS.

Two questions, about taxes on money distributed from an inherited IRA in the name of the estate and about taking...

IRA rmd is taken and included as taxable income. Now where can you put the proceeds? 1. just put it...

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,...