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I read Ed’s book on stretching IRA’s and am convinced I did the right thing when my mom passed away....

My client filed paperwork with an Insurance Company to transfer his 403B to a self-directed IRA. The insurance company told...

This week the Ed Slott IRA Discussion Forum featured a question about how inherited assets are taxed and treated. But are all inherited items the same? Does an IRA receive the same tax treatment as a taxable account? Keep reading to find out.

we have a client that put her money in an IRA in a CD and after 3 months CD matured...

Generally, when rollover eligible assets are distributed from a qualified retirement plan, 403(b), 401(k) or 457(b), to the participant, instead of a direct rollover to an eligible retirement plan, the payer must withhold 20% for federal income tax. And if applicable, any state withholding tax.

This week, the Ed Slott IRA Discussion Forum featured multiple questions about IRS Form 8606. But what is this form and why is it so important? Read on to find out the Who, What, When, Where, Why and How of form 8606.

I have 2 under 59-1/2 spouses. One dies. The large mutual fund complex where we wish to create a BDA...

My wife is contemplating a NUA distribution this year and we’d like some help thinking it through. Situation: Company went...

Here is a scenario I recently came across. Married clients each of whom had Traditional IRA’s with some Form 8606...

Hi, I just read this information on MarketWatch regarding 401K rollovers to an IRA. I’m confused by what Beverly DeVeny...