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A friend of mine is executor of an estate. The decedent left an IRA to his estate – a large...

I’ve run upon a bit of a unique case…for me anyway. This client is age 73 and retired. He still...

In many of our writings we refer to the most popular types of qualified retirement plans, such as 403(b)s and 401(k)s. While these are two very distinct plans with many differing rules, they do share several commonalities. In particular, the main purpose of each is to provide participants with an easy venue for saving and investing for retirement on a tax-beneficial basis. Both have taken a more prominent role as employers continue to jettison traditional pension plans.

Client A, age 65, receives an inherited regular IRA from her mother, who had begun her RMD. Client A then...

The Roth IRA 5-Year Rules are some of the most difficult to understand for the average American, and they are laced with potential pitfalls of taxes and penalties if you don't proceed with caution and expert advice. Ed Slott details all of the answers in this IRAtv video on what money you can take out of a Roth IRA...and when!

What are the options for funds in a 401k after a divorce for the spouse? The husband is still employed...

Someone converts IRA Rollover to ROTH in 2010–now wants to take $10,000 as a first time home buyer–also has contributory...

This week's Slott Report Mailbag includes questions on the IRA rollover rules, making Roth IRA contributions from 457(b) required minimum distributions (RMDs) and the 60-Day rollover rule as it applies to 401(k) plans. We answered the mail this week from the Arizona Biltmore in Phoenix, where we are stationed all week for Ed Slott's Elite and Master Elite IRA Advisor Group Workshop.

My client called me and stated that his accountant advised him to make $6,000 contributions for him and his wife...

The National Council on Aging maintains a web tool at www.BenefitsCheckUp.org that can help adults over age 55 figure out which of the more than 2,000 federal, state and private benefits programs they might qualify for based on their financial situation and location.