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A recent retiree wants to rollover his 401K into an IRA. He received one check payable to the new IRA...

I opened my first Roth in 2003. In 2010 I converted several IRA’s to Roth’s. I would like to withdrawal...

I rolled my entire traditional IRA (pre-taxed) into my employee 401(K) account this year. I would now like to make...

Good Afternoon If a person is taking RMD’s from an immediate annuity do those count towards the total RMD’s for...

An attorney colleague just called me about a same-sex spouse couple (in NY) where one of the partners died last...

IRS has announced that they are now processing all 2012 tax returns. Tax season is in full swing. What IRS forms might you need to file your tax return if you have any retirement plan transactions?

We understand the public's apprehension with those in Washington, D.C., and this week we received many questions on recent Congressional action and what may be in store for the future. This week's Slott Report Mailbag examines two issues Congress has not taken a stand on (and in our opinion won't for fear of public outcry and backlash) - the Roth IRA's tax-free distribution power and the Stretch IRA.

For all Americans, it’s now 2012 tax season. As we gather our information and records to prepare our federal income taxes for 2012, here are some important dates that affect retirement plans.

In MA., state employees are forced to participate and contribute to the State’s pension system. Vesting completes after 10 years....

These answers are informational only and are not intended to address all possible situations that might arise with respect to...