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IRA custodian is resigning. Says this is a distribution of the DPP to the owner. Owner is over 59-1/2 and...

If you made a $65k contribution to a 529 plan this year with the intention of spreading the contribution over...

Earlier this year I recommended to a client and followed to the letter the strategy of isolating 401k basis by...

Ed Slott and Company IRA Technical Consultant Jeffrey Levine talks about very popular and important year-end retirement planning strategies in this video.

We have written many times on the subject of annually funding retirement vehicles such as 401(k) plans and IRAs so you will have enough money to enjoy a financially secure retirement. The earlier you start contributing to your retirement accounts, the more you will have when you actually reach retirement age.

My wife died in March of 2011. It turns out that we are eligible to make Roth IRA contributions for...

Can a person other than the RIRA owner make a contribution to the account? A brother wants to give money...

My client came in last week and said her husband said for her to set up a traditional IRA for...

Time is running out to take required minimum distributions (RMDs) due for this year. Many companies have cut-off dates for distributions, so if you have not yet taken your RMD you need to act now. The penalty for not taking a distribution is 50% of the amount not taken. It must be reported on Form 5329 and if it is not reported, the statute of limitations does not start to run. Following are answers to questions that come up frequently at this time of year.

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