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Hello, If I am a non-spouse beneficiary of a Traditional IRA, the owner of which passed away recently, by what...

I have a new client whose 46 year old spouse died in May of 2006. The client never transferred her...

For higher income earners who are not eligible to contribute to a Roth IRA, can a non deductable IRA contribution...

Individuals who did Roth conversions in 2010 and took advantage of the opportunity to spread the income over 2011 and 2012 are now faced with the tax bill for income that must be included on their 2011 tax returns. Many are now having second thoughts or are having difficulty coming up with the funds to pay the tax.

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.