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I am a stock broker/financial planner. In September of 2004 my client deposited $86,000 of after tax money into an...

I have a client with 950k in a 401k wanting to do a rollover – 830 pretax, 120k after tax....

IRAs can be tricky, especially when you are a beneficiary trying to convert the funds to tax-free territory. We answer a question on that subject, as well as questions on IRA rollover rules and Roth IRA distributions in this week's Slott Report Mailbag.

Good Afternoon The facts IRA account owner passes away Trust qualifiying as a look-through is the beneficiary surviving spouse is...

Can an employee make salary deferrals to a SAR SEP after reaching age 70.5?

I am self-employed–no employer, no employees. I believe that I would be eligible to fund an individual Roth 401k with...

I refer to February 9 reply to the thread on the referenced subject, which says: “…One method of doing this...

IRS released its "Dirty Dozen Tax Scams for 2012" on February 16, 2012. Number one on the list this year - Identity Theft. We detail this problem and how you can protect yourself below.

Hi all, So glad I found this forum. For context, I inherited an IRA from my dad who passed away...

In another installment of MarketWatch's video series, Andrea Coombes interviews Ed Slott and Jack Nuckolls about the complexities of IRAs and taxes, while asking a question many consumers are asking their financial advisor at this very minute: Is it time for a Roth IRA? This video walks you through the process along with the Roth conversion conversation every consumer should have with their financial advisor. This video is part of a three-video series.