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I have a client who had invested $84,000 of IRA funds in Medical Capital Holdings, which turned out to be...

Does anyone have any data on the fee that a lawyer would charge to compile and file for an IRS...

A final, final word on the Roth recharacterization topic. In an article posted here on October 11, 2011, we mentioned that the deadline for recharacterization in certain areas affected by Hurricanes Irene and Lee and the Texas wildfires had been extended to October 31, 2011. Since then, many readers have asked what states and counties were included in this extended deadline. So, as an accommodation to these folks, we’re providing some additional information.

If you recharacterize a ROTH Ira back to a regular IRA how do you compute the RMD? Do have to...

Self-directed IRAs provide some different investing options, but they come with risks. Jeffrey Levine details the dangers in the video below and provides 5 tips you can use to safeguard yourself against fraud in these cases.

My mother passed in August (age 80) and left a 401k (still in employer plan) to her 5 children as...

There is one final word to add on the Roth recharacterization deadline for Roth IRA conversions completed in 2010. The recharacterization deadline for residents residing in certain counties of states impacted by Hurricanes/Tropical Storms Irene and Lee, as well as the Texas wildfires, has been extended to October 31, 2011. Click for details regarding this relief on the IRS website.

Hello, I converted my TIRA for the amount of $140,000 to roth IRA on Dec 30 of 2010. the IRA...

This week's Slott Report Mailbag answers questions about reporting Roth conversion income deferred to 2011 and the process involving annuities, required minimum distributions and IRAs.

After Dec 31st of the year following death, multiple heirs can no longer split accounts and use the exception to...