Mailbag

Another RMD Conundrum: How Can I Liquidate My IRA With RMDs Approaching?

Friday, August 05, 2016
This week's Slott Report Mailbag answers a consumer's question on how to handle taxes with charitable gifts and walks a husband through the complicated process of moving IRA funds to a Roth IRA while facing required minimum distributions (RMDs). As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure.
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Can I Convert My 403(b) to a Roth IRA?

Thursday, July 28, 2016
This week's Slott Report Mailbag looks at the possibility of converting a 403(b) to a Roth IRA and outlines the qualified charitable distribution (QCD) process and who is eligible to take advantage of it.
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Can I Still Contribute to My 401(k) as a Part-Time Employee?

Thursday, June 16, 2016
This week's Slott Report Mailbag discusses complex retirement planning topics with a charitable uncle interested in leaving his Roth IRAs to his grandnephews and nieces and an employee moving to part-time work who is still interested in contributing to his 401(k).
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How Do I Take My Deceased Spouse’s 2016 RMD?

Thursday, June 02, 2016
This week's Slott Report Mailbag looks at several retirement planning complexities, including required minimum distribution (RMD) responsibilities for a non-spouse beneficiary and Social Security benefits for a divorcee.
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