inherited IRA

Is a Trusteed IRA Right for You?

Wednesday, March 22, 2017
Trusteed IRAs have been in the news recently. More and more financial organization are making these products available. Is a trusteed IRA a good strategy for you? Here is what you need to know about this increasingly popular option.
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Don’t Make This Common RMD Mistake – It’s a Big Penalty!

Monday, August 08, 2016
With the first group of Baby Boomers turning age 70 ½ this year, there is a whole new group of IRA owners who will begin taking required minimum distributions (RMDs). It is important that they know the rules about aggregating RMDs in order to avoid this frequent mistake made by individuals, advisors, and even IRA custodians and employer plans.
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Think You Are Debt Free If You Own an IRA, 401(k), or 403(b)? Think Again

Tuesday, July 12, 2016
While reasonably basic to an IRA specialist, the 9 ideas below are often overlooked by consumers and many financial practitioners alike who do not specialize in IRAs. Used appropriately, they may often help individuals and families preserve their retirement wealth. Perhaps they can help you too. Consider researching in more depth on your own, or perhaps broach any of the topics you feel may apply to you in more detail with your financial consultant(s).
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Can I Make a Spousal IRA Contribution For My Wife?

Tuesday, January 19, 2016
This edition of the Slott Report Mailbag (one of two consumer mailbags this week!) examines how to name contingent beneficiaries, looks at the misconceptions of "taxable income" and answers a reader's question about contributing to an IRA on his wife's behalf.
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