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Ed Slott, America's IRA Expert, details the IRA rollover rules and procedures so you can avoid needless taxes and penalties on your rollovers from employer plans (401(k)s for example) to IRAs or from one IRA to another IRA. Ed Slott takes you through the steps to IRA rollover success! View this IRAtv video below.

Let's assume you have an IRA or retirement plan or annuity or even life insurance. All of those things have a beneficiary form. They do not pass through your will and they are not probate assets as long as you have completed or updated the beneficiary form.

I’ve been reading the Discussion Forum history here and elsewhere and there still seems to be some conflicting information and...

So my GF needs to take money from her IRA to pay for grad school because she can’t get financial...

Can you believe summer is almost over? Yet, The Slott Report Mailbag was full of pertinent IRA and retirement planning questions from consumers who are trying to make the right decisions as the dog days rapidly turn into fall. This week's installment includes questions (and our answers) on the 60-day deadline on Roth IRA rollovers, 10% penalty exceptions and Roth IRA conversions.

Per previous postings, employers are not recognizing IRS Notice 2009-68 yet. As such, the distribution to the trust account will...

Can you believe it? We're now 7 full months into 2012 already. And while there's more fun in the sun to be had before summer comes to an end, August has traditionally signaled the start of the back to school season. With that in mind, we thought we'd spend a little time talking about the educational expense exception to the 10% penalty.

Many of you have stepchildren. It's perfectly fine to name stepchildren as the beneficiary of your retirement funds. However, care must be taken when naming them as the beneficiary.

Father & Mother have been divorced for about 3 years. A QDRO has been calculated, but there has not been...

In retirement, "you can have your beer and drink it too." Our friends at RothIRA.com have put together a great infograph that details how a little saving today can benefit you in the long run. Believe it or not, if you save $1 a day from the time you are 25 until you are 70, you will have enough money for to pay for a stack of beer twice as high as the world's tallest building (and enough to fill a 2-million-ounce mug). See this infograph below to marvel in the savings majesty.