Site search

My question revolves around custodial agreements enabling a non-spouse beneficiary to stretch out IRA payments over his/her life expectancy. One...

Can a spouse convert an inherited TIRA after becoming the owner? For example: Mr. Jones dies and leaves his wife...

It is my understanding that although ROTH IRAs are touted as generating an account that is tax free upon redemption,...

Here are the facts. Husband died after age 71 with a 401k plan from which he had been taking his...

I see this has been touched on a few times, but did not see a clear answer. A client has...

Hello, We are the Custodian for an IRA from which the owner wishes to set up a last minute SEPP...

This week's Slott Report Mailbag includes questions on Roth conversion options from a company plan, spousal rollovers, and Roth recharacterizations.

Get client who did $40k Roth conversion and split over 2 years. Shortly after the conversion he took out $7,500...

IRA custodian is resigning. Says this is a distribution of the DPP to the owner. Owner is over 59-1/2 and...

If you made a $65k contribution to a 529 plan this year with the intention of spreading the contribution over...