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Whoa! Today is April 13th already? That means we are just days away from this year's tax deadline. Where does the time go? Have you filed yet? If not, you better get crackin'! But even if you've filed your 2011 return already, have you thought about any of the other key deadlines you may need to plan for this year? Before you know it, those dates will be here as well.

My mother was receiving monthly voluntary (not RMD) distributions at time of her death in 2012, those distributions are scheduled...

We are in California. Recently my wife’s father passed away at the age of 81. His wife left him 2...

I have searched the IRS website and many others however I cannot find a statement specifically on point that either...

Situation: On 12/30/10 I converted $100,000 from a traditional IRA to a Roth IRA. On 4/15/11 I filed an extension....

This week's Slott Report Mailbag includes questions on required minimum distributions (RMDs) (what to take from what accounts) and the ever-popular Roth IRA 5-year rules...seriously, we get several questions on these ordering rules each week. Click to read this week's Q&A with our IRA Technical Consultant.

There are many questions and circumstances to discuss when dealing with minor beneficiaries. This question-and-answer session is aimed to fill in some of the blanks and start a discussion with your financial advisor based on a foundational depth of knowledge.

Please forgive me if this has been discussed recently, but I am still unclear on whether it is allowable to...

Financial Services Organization TIAA-CREF recently conducted a survey among Americans to gauge their understanding of IRAs. The less than stellar results are not surprising. We take a look at the survey below.

I have a 58 y.o. client Jane Doe that has three inherited IRA’s and wants to transfer them to a...