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Can you help with this question from a client of mine? Hi, I am wondering if you could help answer...

This week's Slott Report Mailbag features questions (and our answers) about inherited IRAs, SEP IRAs and Net Unrealized Appreciation. Quick to read a Q&A with our IRA Technical Consultants.

Has anyone seen a Roth 401k calculator that compares contributing to a Roth 401k vs a regular 401k for X...

Have you ever received an email, text message or automated phone call from what appears to be your bank or other financial institution warning you that there is a problem with your account? Perhaps you’ve received one informing you that your account has been locked due to too many unsuccessful attempts to access the account, or some other reason that requires you to “verify” or “confirm” your information and/or identity in order to fix the problem?

A husband and wife officially divorced in December 2011. Both were over 70 1/2 and the husband had $1,200,000 in...

Ed Slott discusses Republican presidential candidate Mitt Romney's unorthodox IRA in this video blog. Ed walks you through Romney's reported account value, its pitfalls, tax expenses and what steps he should take now to avoid problems down the road in this video. This issue has come up several times in discussions about Romney's reported wealth, his assets and the release of his tax returns.

An Article in a Roth IRA Trust drafted for me relating to “Distribution for Death Taxes” states: “[i]If, on the...

You have just inherited an IRA or employer plan from someone other than your spouse. What now?

This week's Slott Report Mailbag delves into the oftentimes complicated world of required minimum distributions (RMDs). We look at RMDs after conversions, recharacterizations and the "still-working" exception. We also answer a question about when you can recharacterize a Roth IRA conversion.

A new client has $1,000,000 of NOL carryovers from hog confinement shares (K-1’s). He is dying; the NOL’s are lost...