Mailbag

Can I Make This Tax-Free IRA Rollover?

This week's Slott Report Mailbag answers a question about the IRA rollover procedure compared to trustee-to-trustee transfers and examines the Back-Door Roth IRA strategy. Open this week's mail to read the answers to questions about these two key IRA planning processes.

What Will Happen To the Stretch IRA?

This week's Slott Report Mailbag answers questions on the tax "sweet spot" in retirement, the tax and penalty impact on a non-spouse beneficiary's inherited Roth IRA distributions and the future of the stretch IRA.

What Distribution Options Do I Have With My Inherited IRA?

This week's Slott Report Mailbag picked up on the "gold in IRAs" trend captured in two of our recent blog articles. We answer Bill's questions on selling the gold from his IRA then we move into questions on the Roth IRA 5-year rule and distribution options for inherited IRAs.

Can I Place My IRA in a Trust?

This week's Slott Report Mailbag includes questions about placing an IRA in a trust, what to do with 401(k) funds from a previous employer and the nuts and bolts of the Roth IRA 5-year rules.

How Many Trustee-to-Trustee Transfers Can I Make in One Year?

This week's Slott Report Mailbag looks at the proper titling on the IRA beneficiary form - and the headaches that ensue when the beneficiary form isn't properly filled out to meet the desires of the deceased and/or their beneficiaries - and answers how many trustee-to-trustee transfers an IRA account owner can do in one year.

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