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The law was amended in December 2019 (https://www.law.cornell.edu/uscode/text/26/219) to allow grad compensation income to be eligible for IRA contributions. However,...

NEW YORK, March 2, 2021 /PRNewswire/ — Ed Slott, CPA, founder of irahelp.com, nationally recognized IRA distribution expert, professional speaker, television personality, and...

Client died in Jan 2021. Had not taken his RMD for 2021 yet. does the RMD need to be taken...

I have a small amount of after-tax $$ in my IRAs, so every year I file an 8606 so I...

In 2007, a rollover from a pair of employer-sponsored retirement plans into a traditional IRA was completed, after having moved...

If one has a 401k and terminates from the company after 55; can you do a partial rollover to an...

If you’re a dedicated Ed Slott and Company fan, at this point, you’ve likely heard about my upcoming new book, The New Retirement Savings Time Bomb (Penguin Random House, 2021). If you haven’t, then you’ve come to the right place to get a sneak peek of the timely, all-encompassing content it contains to navigate the retirement planning landscape in 2021 and beyond. It’s already a #1 new release in the retirement planning category on Amazon, and it’s still only available for presale!

Have you contributed to a Roth IRA for 2020? If you have not, you still have some time. The deadline for making a prior year contribution is the tax-filing deadline, not including any extensions you might have. For 2020, that deadline is April 15, 2021.

LASER FUND with indexed universal life pros and cons

When we think of rollovers, we normally think of moving funds from a 401(k) (or other company plan) to an IRA. But it sometimes makes sense to consider a “reverse rollover” – from an IRA to a 401(k).