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I’m getting different answers to this question so I thought I would ask the experts here: 1) Pre 59 1/2...

Good Afternoon What are the rules regarding satisfying RMDs when an individuals has a annuitized one IRA (#1) while a...

You will have income tax due if you went through with a 2010 Roth conversion, so make sure your tax return includes deferred income. Did you do a Roth conversion in 2010 and take the default option of deferring the income to 2011 and 2012?

I am a stock broker/financial planner. In September of 2004 my client deposited $86,000 of after tax money into an...

I have a client with 950k in a 401k wanting to do a rollover – 830 pretax, 120k after tax....

IRAs can be tricky, especially when you are a beneficiary trying to convert the funds to tax-free territory. We answer a question on that subject, as well as questions on IRA rollover rules and Roth IRA distributions in this week's Slott Report Mailbag.

Good Afternoon The facts IRA account owner passes away Trust qualifiying as a look-through is the beneficiary surviving spouse is...

Can an employee make salary deferrals to a SAR SEP after reaching age 70.5?

I am self-employed–no employer, no employees. I believe that I would be eligible to fund an individual Roth 401k with...

I refer to February 9 reply to the thread on the referenced subject, which says: “…One method of doing this...