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Two information-packed articles on "saving" came out today, and they are very beneficial to your retirement planning and IRA planning in general. Click to read more about "Roth IRA: A Great Way to Save for College" and "Many not saving enough for golden years."
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Husband died 2010 before taking RMD, had 2 IRAs. Wife made the election to step into his shoes for both...
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Horror stories are tough to hear. Below we share a story from someone given poor advice by his financial advisor. We also answer two other questions in this week's installment of The Slott Report Mailbag.
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What is the current amount a Parent can gift to a Child without either parties incurring taxes. Thanks
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My client has been contributing to his SEP IRA all of 2010. His taxes were just done and he has...
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IRA owner passed away with only one of his three children named as beneficiary, no contingents named. All three children...
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Do you have a Required Minimum Distribution in 2011? These questions come up at the beginning of each year. When do I have to take my first distribution? What age do I use? Do I have to wait until I actually turn 70 ½? Click to read the answers to these questions.
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A former Exxon employee who is now retired has a thrift plan containing Exxon Stock. About 60% of the stock...
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I have a client living in Florida who is 591/2 years old. He just requested an in service distribution that...
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In 2010 I converted my deductible IRA (hypothetically valued at $30,000) and nondeductible IRA (hypothetically valued at $15,000 plus $5,000...
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