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I have a 74 year old client who will retire Jan 2011 from his main employer with a 401(k) plan....

I made a sizeable Roth conversion in 2010. When is the Federal and NJ State tax due on this? Included...

The holiday season is a time for checklists. The good news is you don't have to make this list, but make sure to check it twice. Ed Slott created this year-end IRA checklist just for ALL OF OUR LOYAL READERS. You can read about many of the often-overlooked year-end items that could lead to a retirement savings windfall. Guard the money you have worked and saved for this holiday season.

Below is an real life scenario. My understanding is the IRS law prohibits an IRA rollover to a qualified plan...

Hi, I would like to roll my 401(a) balance to a new IRA. The new IRA only will contain 401(a)...

If an individual rolls over the balance of a former employer’s qualified retirement plan that has a small amount of...

My wife has two retirement accounts. The first account is a Roll Over IRA containing $45000 in pre-tax contributions. We’ve...

I have a client, age 52, who inherited an IRA and a 401k from her husband who died this year...

my client wants to take 10,000.00 out for building a house from his IRA but might not need the money....

This week's Slott Report Mailbag discusses the main IRA topic that will dominate year-end planning...a 2010 Roth conversion.