Avoid Penalties and Fees by Learning These Rules: Today’s Q&A Mailbag
This week's Slott Report Mailbag looks into QCDs, RMDs, Rollover IRAs and Recharacterizations.
Mailbag
Avoid Accidentally Making a Prohibited Transaction: This Week’s Q&A
This week's Slott Report Mailbag examines TDAs, IRAs, and prohibited transactions.
Do You Know What to Do When You Inherit an IRA? This Week’s Q&A.
This week's Slott Report Mailbag looks into QCDs, RMDs and inherited IRAs.
You Must Play by the Rules with RMDs and QCDs: Q&A Mailbag
This week's Slott Report Mailbag examines Roth IRA transfers, QCDs and RMDs.
Is There a Way Around the 10% Early Distribution Penalty? This Week’s Q&A
This week's Slott Report Mailbag looks into the one-rollover-per-year rule, RMDs and the 10% early distribution penalty.
Your NUA and Required Beginning Date Questions Answered: This Week’s Q&A
This week's Slott Report Mailbag examines NUA and the required beginning date (RBD) for taking an RMD.
Don’t Inherit a Mess When Your Spouse Passes Away: This Week’s Q&A
This week's Slott Report Mailbag looks into inherited IRAs, spousal rollovers, and 401(k)'s.
When You Want to Transfer 401(k) Funds from a Former Employer: This Week’s Q&A
This week's Slott Report Mailbag looks into into IRA contributions and rolling over 401(k) assets from former employers.
Don’t Make the Same Mistakes These Advisors Made: This Week’s Q&A
This week's Slott Report Mailbag looks into SEP-IRAs, 403(b)s and inherited IRAs.
Taxes Can Be Hefty If You Make These Rollover Mistakes
This week's Slott Report Mailbag looks into taking RMDs from multiple accounts, 60-day rollovers and the once-per-year rollover rule.
Content Citation Guidelines
Below is the required verbiage that must be added to any re-branded piece from Ed Slott and Company, LLC or IRA Help, LLC. The verbiage must be used any time you take text from a piece and put it onto your own letterhead, within your newsletter, on your website, etc. Verbiage varies based on where you’re taking the content from.
Please be advised that prior to distributing re-branded content, you must send a proof to [email protected] for approval.
For white papers/other outflow pieces:
Copyright © [year of publication], [Ed Slott and Company, LLC or IRA Help, LLC – depending on what it says on the original piece] Reprinted with permission [Ed Slott and Company, LLC or IRA Help, LLC – depending on what it says on the original piece] takes no responsibility for the current accuracy of this information.
For charts:
Copyright © [year of publication], Ed Slott and Company, LLC Reprinted with permission Ed Slott and Company, LLC takes no responsibility for the current accuracy of this information.
For Slott Report articles:
Copyright © [year of article], Ed Slott and Company, LLC Reprinted from The Slott Report, [insert date of article], with permission. [Insert article URL] Ed Slott and Company, LLC takes no responsibility for the current accuracy of this article.
Please contact Matt Smith at [email protected] or (516) 536-8282 with any questions.