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I represent an estate. The deceased owned had named her three children as equal beneficiaries of all of her IRAs....

Sir/Madam, I have a client with a $750,000 balance in a 401k account. $11,000 of this represents the after-tax contributions...

This week's Slott Report Mailbag includes questions on whether an employer plan allows for distributions and rollovers when an employee stops working for that employer, how to compute the taxes on an IRA and an inherited IRA and whether or not a disabled individual can take an IRA distribution before a certain age.

I have a client who invested in a Private Placement of stock in a traditional IRA. The Custodian traditionally gave...

Please, please don't make the mistake that so many people make and think you make too much money to make an IRA contribution. There is no limit on how much income you can make in order to make an IRA contribution. None, whatsoever. Yet, each year I speak with countless financial advisors and CPAs who are advising their clients that they cannot make an IRA contribution for the year because their income is too high. That is not true and don't you believe it for one second!

A "Savings Incentive Match Plan for Employees" (SIMPLE), is a retirement plan for small businesses that uses a special IRA (called a SIMPLE IRA) as the funding vehicle. November 1, 2012 is the deadline for employers who are continuing to offer a SIMPLE IRA plan for next year to send you a notification.

Non-Client elderly spouse rolled over recently deceased spouse’s IRA 2 months ago without consultation, 1 week after spouse’s death. She...

Client Profile: Divorced Female, DOB 7/21/1942, good health, 3 grown kids with 8 Grandkids (11 Gifting oppurtunities). $13k X 11...

This week's Slott Report Mailbag comes LIVE from The Cosmopolitan in Las Vegas as we get ready for Ed Slott's 2-Day IRA Workshop this Saturday and Sunday. We answered questions on Roth conversions, the Roth IRA 5-year rules, and where an IRA goes at your death.

Hi, I reached 70.5 this month. I understand I have to take RMD either this year or before next April....