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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 &...

The Slott Report Mailbag was full of questions that will keep us busy through the summer! This week we answered a pressing question on taxes relating to President Obama's Health Care Law, Net Unrealized Appreciation (NUA) strategies, inherited IRAs and required minimum distributions.

I am changing my health insurance in three months to a non-HSA account. I now have a HSA account with...

I have a question regarding revocable trusts and IRAs – Under normal circumstances, no spend thrift issues or special needs...

Ed Slott and Company IRA Technical Consultant Jeffrey Levine details three main 2013 tax and revenue raising provisions to keep your eye on and plan for as summer flies by (we are nearly three-fourths of the way through the calendar year!) One of those provisions is a surtax on net investment income brought on by President Obama's health care law.

Employer retirement plans such as 401(k)s and SIMPLE IRA plans offer a matching contribution to employees who choose to contribute. These plans provide that your employer will match some portion of the amount you contribute to your retirement account.

Ed Slott, named “The Best Source for IRA Advice” by The Wall Street Journal, is now a featured blogger for the national website, www.RetireUSA.net and its popular blog (http://retireusa.net/blog). Based in Ashland, Oregon and launched earlier this year, the fast-growing website and blog were created to serve the needs of 79 million baby-boomers exploring ways to live a successful retirement.

President Ed Slott,CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for...

Can you put your IRA into your trust? NO Can you transfer it to your spouse? NO. We explain why below.