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403(b) RBD (required beginning date)/defin. of “retires”/”still working exception” Sorry if this post is a little long. Any tips are...

This week's Slott Report Mailbag includes questions about converting an employer-based 401(k) to a Roth IRA, the use of trusteed IRAs and what to do if you want to make an IRA contribution from money you earned at the end of 2011, but didn't receive until 2012.

Thanks to April 15th falling on a Sunday and a Washington D.C. holiday (Emancipation Day) on the following day, the April 15th filing deadline is pushed back to April 17, 2012 for 2011 federal income tax returns. Below are five things you should address between now and then.

I’ve heard of – and believe in – the praises of ROTH IRAs. The ability to grow assets and (assuming...

I have inhereited 2 IRAs from my parents. One of them is titled Dave Smith DECD Mary Smith, this was...

This is the final part of a two-part article examining six options individuals have for their retirement plan benefits when they leave an employer or become their own boss. In the first part, we covered three options (rolling over to a Traditional IRA, taking a lump sum distribution, leaving it in the plan). We finish our guide with the last three options and provide some closing words of wisdom when considering which choice is best for you.

I began working with a client late in the estate management process. The IRA owner was in her late 60s...

I am over 55. My 401k contributions and earnings are post 2005. I have left the company and am moving...

Mom has IRA and passes away after her RBD. She has 3 daughters. The only beneficiary named was one of...

I have a client who has a TSA through her school district. Are TSA’s the same as 403b’s? Can she...