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After my mom passed away, i now have a inherited IRA that i am required to take ” a required...

If you don't need all the funds currently in your IRA you might want to "stretch" them. This refers to the process of extending the term of your IRA over multiple lifetimes through the use of existing distribution rules, the power of tax beneficial compounding and sound estate planning techniques.

I have $417K in a 401k made up of $357K pre-tax and $60K after-tax. I am retiring in March and...

After you have taken your RMD from your TIRA and paid the taxes on it, can you then put that...

Can someone 1) Roll a 403b to an IRA once they leave the job? 2) roll both the before tax...

I just read a private letter ruling (PLR) issued by IRS allowing an individual extra time to complete a rollover of his IRA assets so that they would not be treated as a taxable distribution. Here is what happened.

When calculating the RMD for the above, I take it you must include the after tax contributions… right? Since there...

This week's Slott Report Mailbag includes several questions on issues not handled by year-end that have carried over into the first month of 2012. One reader also asks our advice on using an IRA to fund a share in a contracted apartment building.

A new client realizes she made quite the mistake. 6 months ago she closed out an IRA and deposited the...

There are many things to consider when determining how much you must take out of your retirement accounts commencing at age 70 ½. You must know how many different accounts you have and what type they are, such as IRAs, 401(k)s and/or 403(b)s. Most importantly, you’ll want to insure that your required distributions (RMDs) are properly calculated and paid in a timely manner because the tax penalty for not doing so is quite severe.