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Scenario: Female, age 69 receiving state (Ca) disability which expires in Feb, 2011. Employer just terminated her. She wants to...

If I started a 72t on 12/5/2007 with an annual distribution. Full distributions in January 2008, 2009, 2010 and planning...

There is much hype on Cost Basis reporting. (a) Is this applicable for IRA or retirement type of accounts? (b)...

This week's Slott Report Mailbag discusses some complex, timely issues involving RMDs and what happens if someone who takes a Roth Conversion with the intent of spreading the tax over 2011 and 2012 dies suddenly.

Question: client separates from service, wants to roll over his Roth 401k money to his Roth IRA. His existing Roth...

Before we even get to the RMDs, what exactly is a successor beneficiary? Let’s say that Great-Uncle Scott dies and leaves his IRA to his daughter Rosemary. Rosemary is the IRA beneficiary. Rosemary names her nephew James as her “successor” beneficiary. If Rosemary dies with funds remaining in her inherited IRA, then James will succeed to her remaining benefit – he becomes the successor beneficiary.

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...