Generally, when you receive a check from your IRA custodian or employer plan, you have 60 days to rollover the funds to another retirement account, either an IRA or an employer plan. As with most retirement plan rules, this rule comes with two exceptions – one good and one bad. Let’s look at what happens when Lori receives a check.

This week's Slott Report Mailbag looks into QCDs, RMDs, Rollover IRAs and Recharacterizations.

No one can argue that the millennial generation faces big challenges when it comes to savings. Younger workers are dealing with record setting student loan debt, high housing costs and stagnant wage growth. It’s hard to save for retirement when you are worried about the next month’s rent. Here are five strategies to help younger workers get started saving for retirement.

Here is a preview of what might come if Hurricane Irma hits the U.S.

This week's Slott Report Mailbag looks into QCDs, RMDs and inherited IRAs.