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Is it possible to set up a HSA ,adding max. funds to it, not touching it (withdrawing money), and after...

I have a client that received and lump sum cash payment (about 2 months ago) from her 403B plan, not...

This week's Slott Report Mailbag includes questions on Roth conversions and contributions, the always-confusing Roth IRA 5-year rules and creditor protection for IRAs. Happy a happy, healthy Memorial Day weekend and thank you to the servicemen and women who risk their lives daily to defend and protect us.

I know this is a subject that has been discussed often but I wanted to try to get some insight...

Memorial Day is almost here, and it should serve as a reminder that we owe a great deal of thanks to all the members of our armed forces, both past and present. With that in mind, today we chose to highlight a couple of IRA-related tax breaks that are available to certain members of our military and their families.

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!