IRA beneficiary
how best to ensure IRA by designation or trust passes after my death to my grandchildren and my wife have...
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SPIA Distributions Counting Towards RMDs
We have a new client we are taking onboard. After completing the financial plan, the client is interested in a...
Read moreSECURE Act Regulations and Inherited IRAs: Today’s Slott Report Mailbag
Question: When can we expect final SECURE Act regulations from the IRS? Mike Answer: Hi Mike, No one knows for...
Read moreJune 2024
2024 Mid-Year Frequently Asked Questions
- Social Security’s Struggles
- Spousal Benefits
- Sidestepping the Earnings Limit
- Calculating the COLA
- Taxes on Benefits
- Benefit Estimates
- Mastering the Medicare Maze
- Medicare for the Disabled
- Getting Back to Work
- All in the Family
- Taxation and SSDI
- Steps for Application Success
Executive Summary
GUEST EXPERT:
Robert Wright,
Change IRA Contribution Year
Hello, In February 2024, my client made a 2024 IRA contribution and indicated such on the IRA contribution form with...
Read more403B RMD after rolling over to IRA
I have a client who turned 73 in April 2024. She had a 403B for years and rolled it over...
Read more529 conversion to Roth for a beneficiary living abroad
My client’s daughter took a job in Europe after college. She has earned income but it is not taxable in...
Read moreGovernment Report Highlights Confusion Over 401(k) Distribution Options
A recent government report highlights how confused 401(k) participants are when they have to decide what to do with their...
Read moreInherited IRA’s RMD
Am I correct in assuming that: Inherited IRA’s per the new Secure Act are 10yrs to be liquidated and must...
Read moreTHE AGE 55 EXCEPTION AND ROLLOVERS OF ROTH IRAS: TODAY’S SLOTT REPORT MAILBAG
Question: Can an individual who is using the age 55 exception to the 10% early distribution penalty roll over a...
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