401(k)

Special IRA Distribution Tax Break for Miltiary Reservists

Certain retirement plan distributions, known as Qualified Reservist Distributions (QRDs) qualify for special tax breaks. The retirement plan distribution must come from an IRA or from amounts that were contributed as salary deferrals under a 401(k), 403(b) plan or a similar plan.

IRS Updates Program for Fixing SEP and SIMPLE IRA Plan Mistakes

The rules for operating an employer retirement plan are complicated and mistakes are sometimes made. Recently, the IRS released Revenue Procedure 2013-12 with information that updates the Employee Plans Compliance Resolution System (EPCRS) for addressing various retirement plan compliance problems.

RMD Rules: Year-End Rules of the “Game”

The end of the year is rapidly approaching. It is time to make sure that all required distributions are taken from retirement accounts. Who must take a required distribution? We explain below.

Slott Report Mailbag: Can I Roll a Non-Governmental 457(b) Plan to an IRA?

This week's Slott Report Mailbag comes to you live from the Arizona Biltmore Resort and Spa and our Fall 2012 Master Elite and Elite IRA Advisor Group Workshop. We answer questions about rolling before-tax and/or after-tax money to an IRA, non-governmental 457(b) plans and rolling money to an IRA during bankruptcy.

IRS Announces 2013 Pension Plan, IRA Limitations

IRS announced 2013 pension plan and IRA contribution limits and other retirement-related items on Thursday. Included in the release below are 2013 retirement plan contribution limits and AGI (adjusted gross income) phase-out ranges for Roth IRA contributions and Traditional IRA deductions. We will dissect these numbers in the weeks to come, but for now, here is the official release in full from IRS.------WASHINGTON — The Internal Revenue Service today announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for Tax Year 2013. In general, many of the

Slott Report Mailbag: IRA Rollovers and Non-Resident Beneficiaries

This week's Slott Report Mailbag shows that retirement planning involving IRAs can be complicated, and consumers just like you are confused about the rules and concerned they are making fatal, penalty-induced errors.  As always, we stress the importance of working with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Find one in your area at this link.1.Dear Mr. Slott,I am and have been an avid follower of your programs on public television and have purchased your books as well as CD/DVDs. I respect your opinion very much and badly need your help. I have been disabled since 2008 due to an aortic dissection and will be turning 65 in December 2012.

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