The Slott Report

Are There Age Requirements To Do a Roth Conversion?

This is a frequently asked question, and the answer is very straightforward, but it also starts the Roth conversion conversation no matter your age. Beverly DeVeny provides more technical tidbits you should know about the process.

Can I Invest My Roth IRA Funds in an Annuity?

This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, looks at lump sum distribution rules for pension plans and the possibility of investing Roth IRA funds in an annuity.

Sometimes It PAYS to Pay a Retirement Account Penalty

Whether it’s in sports, with taxes or in life, we’re programmed to avoid penalties, and that’s usually a good move. Occasionally, however, by simply avoiding penalties, we can be detrimental to ourselves. Indeed, sometimes incurring a penalty on purpose can be the right move. If you don’t believe me, consider the following example.

Ed Slott’s 5 Biggest Retirement Mistakes (VIDEO)

The 5 biggest retirement mistakes - miscues that can cost those saving for and nearing retirement - have nothing to do with investing! I sat down with TheStreet.com to discuss what I believe are the five biggest retirement mistakes people make with their retirement accounts.