IRA’s with QCDs, RMDs and Tax Contributions
This week's Slott Report Mailbag looks into beneficiary IRA's with specific examples when over or under 70 1/2 years old with QCDs, RMDs as well as pre and post tax contributions.
Mailbag
Roth Conversion Taxes and Trust as A Beneficiary for a 403b
This week's Slott Report Mailbag looks at taxes associated with converting a Traditional IRA into a Roth; we also have a 2-part question regarding a living trust as the designated beneficiary on a 403b Plan -- that living trust then designated her children as equal beneficiaries.
Without A Living Beneficiary, Does The IRA Go to The Estate?
This week's Slott Report Mailbag answers a couple questions regarding beneficiaries of an IRA.
I want to move some of my IRA money to a charity. I am not yet 70 ½. Can I do this?
This week's Slott Report Mailbag examines required distributions and moving IRA money to a charity.
Can I Open a Roth IRA and Fund it with my IRA?
This week's Slott Report Mailbag examines ERISA creditor protection differences for 401(k)s and IRAs and answers a consumer's question on funding a Roth IRA.
Is My Company Stock Appreciated? I Want to Utilize NUA
This week's Slott Report Mailbag follows up on Jeffrey Levine's capital gains tax strategy using a free step-up in basis and answers a question on net unrealized appreciation (NUA) benefits.
Can I “Superfund” a 529 College Plan For My Grandchild?
This week's Slott Report Mailbag looks "superfunding" a 529 college plan and goes a step further on a question answered in last week's mailbag on IRA annuities.
Can I Convert an Annuity to a Roth IRA?
A holiday weekend version of The Slott Report Mailbag features questions concerning a 1099-R filing error, the possibility of converting an annuity to a Roth IRA and the viability of the often discussed (at least in this space) back-door Roth IRA.
Can I Still Receive SEP Contributions If I Have to Take RMDs From It?
In this week's Slott Report Mailbag, we examine SEP IRAs (just like we did yesterday when outlining a major mistake to avoid), their yearly contribution deadlines and how they interact with required minimum distributions (RMDs).
What Should My Brother-in-Law Do With Pre- and After-Tax Retirement Funds?
This week's Slott Report Mailbag answers a consumer's question about how much community property rules tie into his and his wife's retirement accounts and works through Tom's brother-in-law's delicate strategy involving pre- and after-tax retirement funds.
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