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Assume 1/3 of each fund in a “Traditional IRA” was converted to a ROTH last year and recharacterized (reverse the...

We frequently see situations where minors are the intended beneficiaries of IRA accounts or employer plans. It could be that grandparents want to benefit their minor grandchildren or it could be single parents who want to provide for their minor children. No matter what the circumstances, there are some issues when minors inherit retirement assets.

It is my understanding that once an IRA owner reaches 70&1/2 he must start taking his Required Minimum Distributions with...

This week's Slott Report Mailbag includes questions on the 10% penalty, using a portion of transferred funds to pay the tax on a Roth conversion and a controversial topic (see question #3 for that). Click to read a Q&A with our IRA Technical Consultant.

Here’s one I’ve never seen before: My client’s father received a letter from his previous employer’s 401k plan stating that...

An IRA owners dies after his required beginning date but does not satisify his RMD for 2012. His IRA is...

We've all heard that half the marriages in the United States end in divorce. An accurate rate of divorce is difficult to get because those statistics are gathered by different groups and are not comprehensive. Regardless, divorce is certainly common. Individuals who have retirement plans almost always will name a beneficiary to receive the funds upon death.

I have a client and his Dad passed away in 2008. His dad left him a 401K. T Rowe Price...

The Wall Street Journal spent a good amount of real estate over the weekend on the Social Security topic, so we felt it only appropriate to share that information with you this Monday morning.

Appreciate any assist on setting up a 72t plan … tks Given: -I have 2 iras at Custodian A &...