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IRA Rollovers and Roth Contributions: Today’s Slott Report Mailbag

Thursday, December 12, 2024

Question: Can a person do a rollover from both his traditional AND Roth IRAs in the same twelve months? Best regards, Matthew

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Mary Beth Franklin ,CFP®, Contributing Editor, InvestmentNews

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Barry Dreayer

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Mari Kim ,Corporate and Foundations Relations Officer, Northwest Harvest

As anticipated Ed and his crew delivered the most complete treatment of the top issues practitioners are seeing in this area. The bifurcation of Ed speaking and his crew responding to participants’ questions provides a model for efficient knowledge-sharing, which one could hope would be replicated in other arenas. Bravo!!!’

Moshe Stepansky

Ed Slott packs so much information into his IRA webinar and considering recent legislation this was a very timely topic. Great insights explained extremely well.”

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Incredible! I consider myself an IRA Expert, but I always hope to find something beneficial in IRA webinars. Ed blew it out of the water—I left the webinar with lots of tips and some clarification I didn’t know I needed. Fantastic job!!

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Truly outstanding presentation packed with useful information, which was informatively, thoughtfully, and enjoyably delivered. Ed Slott again lives up to his remarkable reputation.”

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Marian Sterling

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