Site search
HSA accounts
I am changing my health insurance in three months to a non-HSA account. I now have a HSA account with...
Read moreIRAs in trusts
I have a question regarding revocable trusts and IRAs – Under normal circumstances, no spend thrift issues or special needs...
Read moreIRAtv: 2013 Tax and Revenue Raising Provisions
Ed Slott and Company IRA Technical Consultant Jeffrey Levine details three main 2013 tax and revenue raising provisions to keep your eye on and plan for as summer flies by (we are nearly three-fourths of the way through the calendar year!) One of those provisions is a surtax on net investment income brought on by President Obama's health care law.
Read moreFREE Money: Matching Contributions in Employer Retirement Plans
Employer retirement plans such as 401(k)s and SIMPLE IRA plans offer a matching contribution to employees who choose to contribute. These plans provide that your employer will match some portion of the amount you contribute to your retirement account.
Read moreEd Slott, National IRA Expert, To Be Featured on National Retirement Website
Ed Slott, named “The Best Source for IRA Advice” by The Wall Street Journal, is now a featured blogger for the national website, www.RetireUSA.net and its popular blog (http://retireusa.net/blog). Based in Ashland, Oregon and launched earlier this year, the fast-growing website and blog were created to serve the needs of 79 million baby-boomers exploring ways to live a successful retirement.
Read moreAbout Ed Slott
President Ed Slott,CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for...
Read moreIRAs are Not Transferable During Your Lifetime
Can you put your IRA into your trust? NO Can you transfer it to your spouse? NO. We explain why below.
Read moreInherited IRAs and Required Minimum Distributions Highlight Mailbag
This week's Slott Report Mailbag delves into inherited IRA questions as well as a common situation involving required minimum distributions at age 70 ½. Click to read a Q&A with our IRA Technical Consultants.
Read moreIRA Resources
We know how long it takes researching crucial IRA information and searching the web for essential tables and devices to...
Read more