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What are the options for funds in a 401k after a divorce for the spouse? The husband is still employed...

Someone converts IRA Rollover to ROTH in 2010–now wants to take $10,000 as a first time home buyer–also has contributory...

This week's Slott Report Mailbag includes questions on the IRA rollover rules, making Roth IRA contributions from 457(b) required minimum distributions (RMDs) and the 60-Day rollover rule as it applies to 401(k) plans. We answered the mail this week from the Arizona Biltmore in Phoenix, where we are stationed all week for Ed Slott's Elite and Master Elite IRA Advisor Group Workshop.

My client called me and stated that his accountant advised him to make $6,000 contributions for him and his wife...

The National Council on Aging maintains a web tool at www.BenefitsCheckUp.org that can help adults over age 55 figure out which of the more than 2,000 federal, state and private benefits programs they might qualify for based on their financial situation and location.

WE have a client who wants to roll over his 401(k) to an IRA. The 401(k) has pretax and after-tax...

I’m having difficulty finding the answer to the following question: A person inherits an IRA, has the funds put into...

Ed Slott answers a question from a consumer in Florida about whether he can move money from his Roth IRA to a company-sponsored Roth 401(k). This video describes the differences between the two accounts and answers the question about transferring funds.

Wills have been around for a long time. The oldest known will was found in a tomb in Egypt and dates to 2548 BC. It doesn't matter if you are young, old, or in-between; if you own property - you need a will.

When our old employer sold the hospital where we work , to a new organization, our vested interest was assured...