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Ed Slott, America's IRA Expert, talks about halftime in 2012 and the upcoming July 4th holiday as a backdrop for moving more of your money from FOREVER taxed to NEVER taxed while tax rates are at historic lows. Ed provides some key 2012 retirement planning strategies, including Roth IRAs and Roth 401(k)s

You made after tax-contributions to your IRA. How does IRS know that you have after-tax money in your IRA? We explain below.

To stretch out IRA payments, my uncle changed his IRA beneficiary from his spouse to his daughter. His daughter predeceased...

You have to consider all the available vehicles when you plan your retirement account. A lot of individuals consider stocks,...

Good Afternoon I have a few questions regarding the tax reporting upon an estate inherting an traditional IRA. FACTS: acct...

The Supreme Court upheld President Barack Obama's 2010 Health Care Law, the Affordable Care Act, with a 5-4 "up" vote on its constitutionality based on Congress' taxing power. Regardless of your politics, with the Supreme Court's decision, there is more certainty that health care taxes, what we call the health care surtax, will take hold on high-income earners in 2013. Ed Slott outlines what the Supreme Court ruling means for YOUR taxes and retirement planning situation in this IRAtv video below:

This week's Slott Report Mailbag includes your questions (and our answers) on inherited IRA distributions, SEP IRAs and the pro-rata tax rule

Is a direct rollover of just the after-tax portion of a 401k directly to a roth ira allowed?

Today is a very special day here at the Slott Report. Why is that, you ask? Well, today is the start of a brand new feature here at the blog called "5 Quick Questions." From time to time you will see new 5 Quick Questions on all sorts of IRA and retirement account related topics.

My husband died last month. He has several retirement accounts. After contacting the different custodians I am getting different answers...