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Background: I am a forty plus year employee of a major US Company looking at my retirement options relative to...

BACKGROUND FOR QUESTIONS: On January 28, 2013 I made a withdrawal from my Schwab IRA account. My intent was to...

Let me start by saying we here at Ed Slott and Company were horrified and deeply saddened by the deadly bombings at the Boston Marathon on Monday. Our hearts go out to the victims and their families, and we salute the first responders and brave citizens who so courageously rushed to the aide of so many who were in need, no doubt saving countless lives.

Original owner had IRA money in an annuity, and died. Beneficiary is a non spouse. Beneficiary does NOT have any...

I have a client who’s ex is deceased and their children were named as beneficiary on his 401k. The ex...

Now that April 15, 2013 has passed, and the anxiety of filing our 2012 tax returns is over for most of us, some of you may be wondering if it’s possible to make an IRA contribution for 2012. The answer generally is no, but there are some exceptions. We explain these exceptions below.

The administrator of a 401k plan inadvertently sent a duplicate payment in March 2013 for a 2012 required minimum distribution...

A client referred their brother to us with the following challenge. His is 58 years old and needed additional monthly...

Can you roll non-deductiable(after tax)IRA contributions to a ROTH IRA and/or it is subject to income caps ?

An advisor called recently with this scenario. A 20-something beneficiary, let’s call her Corey, had just inherited several retirement accounts from her 50-something father. Corey was the named beneficiary on each account. Would you have known how to handle each one of them?