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IRAs are different, complicated, but in the end, a great avenue for retirement planning. In this week's Slott Report Mailbag, we answer questions on required minimum distribution rules (RMDs), IRA contribution limits and how to take withdrawals if you are a non-designated beneficiary.

AUL (Indianapolis, IN), is apparently scouring their orphaned contracts with the Social Security Data Base and sent a letter to...

Last year at age 51 I rolled a 401k from my previous employer to an IRA. There was $5,000 in...

We have discussed the importance of an IRA beneficiary form at length. You should always know where a copy is for yourself and make sure your financial advisory team has a copy on hand as well. Also, you must make sure the beneficiary form is current to reflect your financial wishes (who is getting what).

Individual has left company and had a small amount in qualified plan( 401(k)) and wants to move the funds into...

Hello, If I am a non-spouse beneficiary of a Traditional IRA, the owner of which passed away recently, by what...

I have a new client whose 46 year old spouse died in May of 2006. The client never transferred her...

For higher income earners who are not eligible to contribute to a Roth IRA, can a non deductable IRA contribution...

Individuals who did Roth conversions in 2010 and took advantage of the opportunity to spread the income over 2011 and 2012 are now faced with the tax bill for income that must be included on their 2011 tax returns. Many are now having second thoughts or are having difficulty coming up with the funds to pay the tax.

403(b) RBD (required beginning date)/defin. of “retires”/”still working exception” Sorry if this post is a little long. Any tips are...