IRAs

QCDs for 2014? Yes, They are NOW Available

Friday, December 19, 2014
Congress has passed the “extenders bill” for 2014 (the Tax Increase Prevention Act of 2014). President Barack Obama will sign the bill into law shortly. This bill revived qualified charitable distributions (QCDs) for 2014 only. The clock is ticking, so find out that this means for QCDs in 2014.
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A SEP IRA Does NOT Have to Be Set-up By Year-End

Tuesday, December 16, 2014
As we approach the end of 2014, we have been telling you about all of the things that you need to do with your retirement accounts before year-end. As if you weren’t busy enough at this time of the year, there are many things that must be done by December 31, 2014 to avoid problems and potential IRS penalties. Setting up a SEP IRA is not one of them.
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How to Take Your RMD When Your IRA Holds an Illiquid Asset

Friday, December 12, 2014
What happens if your IRA holds an illiquid asset and you are over age 70 ½? Can you skip the required minimum distribution (RMD)? The answer to that question is, no, you cannot skip the RMD. It is called a required distribution because the distribution is required. Here are three options for satisfying the RMD from the IRA with the illiquid asset.
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When Can I Start Taking Distributions From My Roth IRA?

Thursday, December 11, 2014
This week's Slott Report Mailbag looks at the Roth IRA 5-year rules and how they apply to an investor who wants to start taking distributions from his Roth IRA. Also, it's year-end, so we look at a popular question involving the process of determining if you have a required minimum distribution (RMD), and if so, how much.
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The Latest on Qualified Charitable Distributions (QCDs)

Tuesday, December 09, 2014
Many of you have asked us if Congress will reinstate Qualified Charitable Distributions (QCDs) for 2014. As of today they have not yet been reinstated for 2014, but that doesn’t mean Congress has forgotten about them. Here’s the latest on what’s happening.
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How Do I Title My Inherited IRA?

Thursday, December 04, 2014
This week's Slott Report Mailbag sheds like on the titling of an inherited IRA and looks at the maneuvering of retirement assets through the disclaimer process. Read on to receive the answers to questions on these two important IRA planning topics.
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