RMD When Annuity Payments are Delayed for 12 Months and Won’t Cover an RMD for 2025
I hope someone knows the answer to this question and can point me to an article or regulation that answers...
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The 10-Year Rule and Required Minimum Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF®IRA Analyst QUESTION: Good afternoon, If a client passed this year with four adult children inheriting...
Read more401k Conversion to IRA Mistake
What I have already done: Moved almost all (99.9%) of the Roth portion of my 401k to my Roth IRA,...
Read moreOctober 2024
The Double Taxation Debate
- Debating Double Taxation
- Ground Zero
- Changing Tides
- Pay-As-You-Go
- Statistics Tell the Story
- Crunching the Numbers
- High Times
- State of the Art
Executive Summary
About That Medicare Annual Enrollment Period
- AEP Basics
- Navigating the AEP
- Healthcare Choices and Long-Term Planning
- AEP Basics
Advisor Mailbag
GUEST EXPERT:
Ed Slott,
Unfiled beneficiary form for 401(k0
This is regarding a 401(k) that has an old beneficiary form on file. The old form lists the ex-wife as...
Read moreannual gift tax allowed
Read moreInherited IRA from Marital Trust
Client’s father passed away in 2015 and left IRA to step-mother through Marital Trust. Trust was a pass-through trust and...
Read moreRecharacterization Still Exists
When a traditional IRA owner wants to convert all or a portion of his account to a Roth IRA, he needs to think long and hard about the transaction. For example, some questions to consider:
Read morePre-Secure Act Question
Hello, I have a client that inherited her father’s IRA in 2017. Father was of RMD age and satisfied it...
Read moreTo convert or not, when estate is going to charity
Married couple in high, and going higher, tax brackets has already converted enough of their traditional IRAs to Roth IRAs...
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