Site search

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...

Earlier this year I recommended to a client and followed to the letter the strategy of isolating 401k basis by...

Ed Slott and Company IRA Technical Consultant Jeffrey Levine talks about very popular and important year-end retirement planning strategies in this video.

We have written many times on the subject of annually funding retirement vehicles such as 401(k) plans and IRAs so you will have enough money to enjoy a financially secure retirement. The earlier you start contributing to your retirement accounts, the more you will have when you actually reach retirement age.

My wife died in March of 2011. It turns out that we are eligible to make Roth IRA contributions for...

Can a person other than the RIRA owner make a contribution to the account? A brother wants to give money...

My client came in last week and said her husband said for her to set up a traditional IRA for...