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This week at The Slott Report, we will cover several important topics with upcoming deadlines. Below is the schedule of articles, and make sure to view our Instant IRA Success Roundtable Videos posted below and at our YouTube page.

I have a taxpayer that made contributions to his 2 minor children’s Education IRAs for tax years 2007, 2009, and...

I have a taxpayer that made contributions to his 2 minor children’s Education IRAs for tax years 2007, 2009, and...

What distributions can you take from an employer-based retirement plan? We get this question all the time and the answer is always the same.

Welcome to Ed Slott's 2-Day IRA Workshop, Instant IRA Success, at the Arizona Biltmore Resort and Spa in Phoenix, Arizona. We look forward to seeing all attendees tomorrow morning!

We have written many times on the importance of completing and filing a designated beneficiary form for all of your IRAs. If no designated beneficiary form is filed with your IRA custodian, or if one cannot be located, the identity of your beneficiary will be governed by default language contained in the IRA agreement, if any. Leaving to chance what may be the most critical aspect of your family’s financial future is not a smart planning move.

Can someone help confirm that I have this right: RMD’s for the year must be done before any rollovers, but...

You are going to see a lot of information on the recharacterization deadline for 2010 Roth conversions, which is rapidly approaching, so you should be able to figure out what you need to do to accomplish a recharacterization. I want to answer the most crucial question for you, the one that confuses many people, and the one that is left out of most articles. When the form says how much do you want to recharacterize, what do you put down?

I have a client that lived here under a Green Card and created an IRA account. She was married to...

Click to read 3 things you need to know about Roth recharacterizations.