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Some of the trickiest IRA situations involving the Roth IRA 5-year rules. We receive questions about them constantly with each situation just a little bit different than the others. In this week's Slott Report Mailbag, we answer questions on the 5-year rules as well as an inquiry about Roth 401(k) transfer provisions.

One of the most common questions asked during tax season is, "Do I have to file a tax return?" The answer, of course, is a bit complicated, but in general, if your income is equal to or greater than the sum of the standard deduction plus your personal exemption, you must file a return. The standard deduction is higher for those 65 or older, so age makes a difference in some cases.

We have a client who has after tax contributions in his 401K plan. Some is labeled Pre 87 and some...

An employee(EE) has retired on 12/31/2011 at the age of 73. He has not had to take out an RMD...

I have a cient who is 40. He has a 401k from a previous employer that is worth $500k with...

It is time to examine six options individuals have for their retirement plan benefits when they leave an employer. At some point in their lives, most workers will find themselves in this situation and they need to be as adequately informed as possible in order to make the best choices for themselves and their families. Click to read more about these options.

Hi – I am looking for advice on how to invest for retirement as an expat using IRA and Roth...

IRAs and tax season go hand in hand. Below are a list of the most popular IRA tax-related questions we have been receiving over the last month or so. Make sure you are up to speed on what you can and can't do to get the most out of your tax return, and in turn, your retirement planning.

I have a client with a deferred comp plan who is retiring in six months. Since I don’t see these...

Client withdrawas 206,000 from their IRA. They Rollover 203,000 to a new IRA after 25 days. Other then paying tax...