Mailbag

Does a Five-Year Holding Period Apply to Each Roth Conversion?

This week's Slott Report Mailbag, coming to you live from our 2-Day IRA Workshop in Philadelphia, contains questions from consumers screaming (sometimes literally) for help! In several cases, the issues involve the magic age of 59 1/2 and cover a variety of topics, including life insurance issues, 72(t) payments with a divorce and the Roth IRA 5-year rules.

When Can I Take Money Out of My Roth IRA?

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, delves into more common IRA questions. Can you put your future retirement home in your IRA? Can you make an IRA contribution for a deceased person in their year of death? When can you take money out of your Roth IRA? We have the answers below.

Can I Claim IRA Fees as a Tax Deduction?

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, answers questions on claiming IRA fees as a tax deduction and whether or not you should have a separate Roth IRA for every conversion.

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