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Situation: On 12/30/10 I converted $100,000 from a traditional IRA to a Roth IRA. On 4/15/11 I filed an extension....

This week's Slott Report Mailbag includes questions on required minimum distributions (RMDs) (what to take from what accounts) and the ever-popular Roth IRA 5-year rules...seriously, we get several questions on these ordering rules each week. Click to read this week's Q&A with our IRA Technical Consultant.

There are many questions and circumstances to discuss when dealing with minor beneficiaries. This question-and-answer session is aimed to fill in some of the blanks and start a discussion with your financial advisor based on a foundational depth of knowledge.

Please forgive me if this has been discussed recently, but I am still unclear on whether it is allowable to...

Financial Services Organization TIAA-CREF recently conducted a survey among Americans to gauge their understanding of IRAs. The less than stellar results are not surprising. We take a look at the survey below.

I have a 58 y.o. client Jane Doe that has three inherited IRA’s and wants to transfer them to a...

I know I can gift $ to a Grandparent (67 yo) to set up a Roth with grandchild as beneficiary...

my aunt passed away in january and left me part of her pension and part of her IRA. i walked...

I participate in both an IRA and a 401(k). The IRA actually started out as a trio of employer-sponsored retirement...

Hi Everyone, In early 2010, my mother got mad at one of her IRA custodians and decided to “roll over”...