IRAs

Using Life Insurance to Protect IRA Values

Tuesday, January 31, 2012
Life insurance is not only the single biggest benefit in the tax code, but it is also the most cost effective way to protect a large-balance IRA. Many owners of large-balance IRAs are concerned about protecting IRA values during volatile markets. Life insurance proceeds can do just that with its incredible leverage.
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Required Minimum Distributions From All Angles in Mailbag

Friday, January 20, 2012
This week's Slott Report Mailbag delves into the oftentimes complicated world of required minimum distributions (RMDs). We look at RMDs after conversions, recharacterizations and the "still-working" exception. We also answer a question about when you can recharacterize a Roth IRA conversion.
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See-Through Trusts: Are you an IRA Expert?

Monday, March 21, 2011
Welcome to this month’s installment of Are You an IRA Expert? Always thought you knew more than the next guy about IRAs and retirement accounts? Well now’s your chance to prove it. Below are three questions, ranging from beginner to expert. Test your IRA skills by trying to get all three right!
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Divorce and Retirement Accounts – Question of the Month

Monday, January 31, 2011
Divorce can often take an emotional and financial toll on a family. But far too often, the financial toll is made worse by poor decision making, foolish actions or simply, just poor advice. Below is a brief overview of the procedures that should generally be followed when splitting retirement accounts pursuant to a divorce so that you can avoid many of the common mistakes.
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Form 8606 for 2010 Roth Conversions

Wednesday, January 19, 2011
If you did a Roth conversion in 2010, you will need to file Form 8606 with your 2010 tax return. There is no escaping this unless you do a total recharacterization of your Roth conversion. Click to read more about Form 8606.
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