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Hello: Does anyone have a reference (IRS Publication) where it states that both can still be funded after reaching 70...
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It's a New Year, and Ed Slott brings you his 3 New Year's Retirement Planning Resolutions in this week's video blog. We hope you enjoy the video and make sure to share it with friends, family and colleagues as well as view more videos at our YouTube page.
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After my mom passed away, i now have a inherited IRA that i am required to take ” a required...
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If you don't need all the funds currently in your IRA you might want to "stretch" them. This refers to the process of extending the term of your IRA over multiple lifetimes through the use of existing distribution rules, the power of tax beneficial compounding and sound estate planning techniques.
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I have $417K in a 401k made up of $357K pre-tax and $60K after-tax. I am retiring in March and...
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After you have taken your RMD from your TIRA and paid the taxes on it, can you then put that...
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Can someone 1) Roll a 403b to an IRA once they leave the job? 2) roll both the before tax...
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I just read a private letter ruling (PLR) issued by IRS allowing an individual extra time to complete a rollover of his IRA assets so that they would not be treated as a taxable distribution. Here is what happened.
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When calculating the RMD for the above, I take it you must include the after tax contributions… right? Since there...
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This week's Slott Report Mailbag includes several questions on issues not handled by year-end that have carried over into the first month of 2012. One reader also asks our advice on using an IRA to fund a share in a contracted apartment building.
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