Site search

This week's Slott Report Mailbag answers questions about reporting Roth conversion income deferred to 2011 and the process involving annuities, required minimum distributions and IRAs.

After Dec 31st of the year following death, multiple heirs can no longer split accounts and use the exception to...

Roth conversion took place in 2010. Due to decline in the stock market, Roth will be recharacterized by 10/17/11. Another...

My client passed away and left his IRA annuity to his 82 yr old mother. The mother set it up...

We recently informed you that the recharacterization deadline for 2010 Roth IRA conversions is generally October 15th of the year following the year of conversion. This year, the deadline is October 17th because the 15th falls on a Saturday.

This week's video blog highlights the information covered this week at The Slott Report, including an article on the October IRA trust deadline and the final part in the series on the variation in IRA rules state to state.

My client says his employer (government) won’t allow contributions after age 70 even though he is still working full time....

Article VIII of Form 5305 allows any trust provision under state law that is not inconsistent with 408(a). IRA participants...

October is almost here, and with the turning of the page comes some important IRA deadlines you should add to the calendar.

If I die before taking out the remaining RMD of $50,000, should my two kids who inherit the traditional IRA...