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Decedent died 11/07 at age 63, with spouse age 54. He had taken retirement payments prior to his death. After...

Contributions to a regular IRA were non-deductible (after-tax). Is the conversion to a Roth tax-free? If some contributions were pre-tax...

If I have a SEP IRA ($40,000 all pre-tax) and a TIRA ($10,000 all after tax)and want to do a...

My client has, as part of his employer’s retirement plan, a 401k and an ESOP. HIs VanGuard statement indicates his...

Individual named her husband primary beneficiary of her IRA, and her living trust as contingent beneficiary. Both are over age...

A client, over age 71, had a Corp Pension Plan that required a minimum distribution in 1st quarter of 2010....

I have been reading many posts about IRA’s naming a trust as the primary or contigent beneficiary. We get many...

Client died in June 2010 age 62. He left a Traditional IRA with his ex-wife as primary beneficiary and no...

This week's Slott Report Mailbag discusses some complex, timely issues involving social security benefits and required minimum distributions while working past age 70 1/2. As always, we stress the importance of working with a competent, educated financial advisor to keep your retirement nest egg safe and secure.

I am about to take my first RMD from my company 401k after the bye that existed for last year....