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A new client realizes she made quite the mistake. 6 months ago she closed out an IRA and deposited the...

There are many things to consider when determining how much you must take out of your retirement accounts commencing at age 70 ½. You must know how many different accounts you have and what type they are, such as IRAs, 401(k)s and/or 403(b)s. Most importantly, you’ll want to insure that your required distributions (RMDs) are properly calculated and paid in a timely manner because the tax penalty for not doing so is quite severe.

My question revolves around custodial agreements enabling a non-spouse beneficiary to stretch out IRA payments over his/her life expectancy. One...

Can a spouse convert an inherited TIRA after becoming the owner? For example: Mr. Jones dies and leaves his wife...

It is my understanding that although ROTH IRAs are touted as generating an account that is tax free upon redemption,...

Here are the facts. Husband died after age 71 with a 401k plan from which he had been taking his...

I see this has been touched on a few times, but did not see a clear answer. A client has...

Hello, We are the Custodian for an IRA from which the owner wishes to set up a last minute SEPP...

This week's Slott Report Mailbag includes questions on Roth conversion options from a company plan, spousal rollovers, and Roth recharacterizations.

Get client who did $40k Roth conversion and split over 2 years. Shortly after the conversion he took out $7,500...