Important October Deadlines for IRAs
October is almost here, and with the turning of the page comes some important IRA deadlines you should add to the calendar.
Ed Slott
SEP Accounts and Recharacterizations Highlight Mailbag
This week's Slott Report Mailbag includes questions about converting part of an active SEP (Simplified Employee Pension) to a Roth IRA and the recharacterization process as it concerns tax returns.
Important October Deadlines, IRA Roundtable Videos, QCDs
This week at The Slott Report, we will cover several important topics with upcoming deadlines. Below is the schedule of articles, and make sure to view our Instant IRA Success Roundtable Videos posted below and at our YouTube page.
What Distributions Can You Take From an Employer Retirement Plan?
What distributions can you take from an employer-based retirement plan? We get this question all the time and the answer is always the same.
Welcome to Ed Slott’s 2-Day IRA Workshop at the Arizona Biltmore
Welcome to Ed Slott's 2-Day IRA Workshop, Instant IRA Success, at the Arizona Biltmore Resort and Spa in Phoenix, Arizona. We look forward to seeing all attendees tomorrow morning!
Recharacterization: What Amount Goes On The Form?
You are going to see a lot of information on the recharacterization deadline for 2010 Roth conversions, which is rapidly approaching, so you should be able to figure out what you need to do to accomplish a recharacterization. I want to answer the most crucial question for you, the one that confuses many people, and the one that is left out of most articles. When the form says how much do you want to recharacterize, what do you put down?
3 Things You Need to Know About Roth Recharacterizations
Click to read 3 things you need to know about Roth recharacterizations.
Morningstar.com: IRA Interview Videos with Ed Slott
As part of Morningstar.com's IRA Improvement Week, Ed Slott talked to Christine Benz about the pressing IRA issues facing YOU on a daily basis. Below is the interview broken down into 4 separate videos.
Ed Slott on the Willis Report: Fox Business News
Here is Ed Slott's interview with Tracey Byrnes on the Willis Report, talking about Roth Conversion Planning. The interview is from late December, but still applies if you decided to do a 2010 Roth Conversion. Click to watch the video.
Year-End IRA Checklist
The holiday season is a time for checklists. The good news is you don't have to make this list, but make sure to check it twice. Ed Slott created this year-end IRA checklist just for ALL OF OUR LOYAL READERS. You can read about many of the often-overlooked year-end items that could lead to a retirement savings windfall. Guard the money you have worked and saved for this holiday season.
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.