Site search

Husband passed away October 2011, wife is primary bene and wants to gift his 2011 RMD to a church. Does...

Before we pull the trigger on some year-end Roth Conversions, I would like to confirm that my understanding re. following...

Hi All, We have a client that was in his mid 70’s and was required to take an RMD from...

I have a client whose husband died and left no benef. listed on his TIAA-Cref 403B. She is sole benef...

This video takes you behind the scenes of Ed Slott's Retirement Rescue!, his NEW upcoming Public Television Special. The special was taped on Tuesday, December 12th at WMHT studios in Albany, New York.

QCDs – Qualified Charitable Distributions – are a means of transferring IRA assets to a charity. The transfer is not taxable to the account owner and a charitable deduction cannot be taken. These are the basic rules for a QCD follow.

Last week we presented Part I of “10 Things You Probably Didn’t Know About Retirement Plans,” which we hope you found helpful. Here is the conclusion.

Sole proprietor with a profit sharing plan dies at age 57. His widow, age 52 is the sole beneficiary. If...

This week's Slott Report Mailbag includes questions on Medicare Part B premiums, required minimum distributions and the 60-day rollover window.

Hi, can an individual take an IRA Distribution and not be subject to the early distribution penalty if the distribution...