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I know I can gift $ to a Grandparent (67 yo) to set up a Roth with grandchild as beneficiary...

my aunt passed away in january and left me part of her pension and part of her IRA. i walked...

I participate in both an IRA and a 401(k). The IRA actually started out as a trio of employer-sponsored retirement...

Hi Everyone, In early 2010, my mother got mad at one of her IRA custodians and decided to “roll over”...

Here are two questions that come up a lot at tax time: Can I do a conversion now for 2011? and Joe died last year. He had earned income. Can we make a contribution to his IRA or Roth IRA account for last year. Find the answers below.

hi ed, i’m coming to the expert since the accountant could not give my son the answer. my son was...

Tax time is drawing near, and as expected, we had several questions about IRA and Roth IRA contributions in this week's Slott Report Mailbag. We answer those questions as well as a question on converting an IRA to a Roth IRA near retirement.

With less than two weeks to go in tax season, accountants across the country are putting in the long hours and nights that are so often required. With 10, 12, 16+ hours a day the norm, it can be easy to go a little loopy. One way to help keep one’s sanity through the process is to try and inject a little humor now and then. Cue ridiculous tax deductions people try and claim.

Good Afternoon I am looking for help with the following scenario FACTS: 401(k) plan participant reached 70.5 in 2011 (dob...

I know that after 70-1/2 a person can take their RMDs out of any one or more IRAs to satisfy...