IRA distribution

How You Should Split an IRA After Death

Tuesday, July 07, 2015
Elroy was a well-intentioned beneficiary who received bad advice. We detail Elroy's plight as IRA beneficiary, his loss in tax court and how you can avoid a similar fate when setting up an inherited IRA and splitting it after death.
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Sometimes It PAYS to Pay a Retirement Account Penalty

Wednesday, June 10, 2015
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.
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Do I HAVE to Take Distributions From My Traditional IRA?

Thursday, May 21, 2015
This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, includes questions on some key IRA principles - taking IRA distributions, handling an inherited IRA as a non-spouse beneficiary and navigating required minimum distributions (RMDs).
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Can You Use Your IRA to Buy Health Insurance?

Monday, May 18, 2015
We were recently asked whether you can use your IRA to buy health insurance. The short answer to that question is yes, but it will cost you. We explain the tax and penalty implications and possible exceptions for which you may qualify.
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New Report Shows Fewer Retirees Claiming Social Security Benefits at Age 62

Wednesday, May 13, 2015
Deciding the best time to claim your Social Security benefits is an intensely personal decision that can have a truly significant impact on your overall retirement security. In general, you can begin collecting reduced retirement benefits as early as age 62. But a new study reveals that many more people are waiting longer.
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Does My Inherited IRA Qualify for a QLAC?

Thursday, April 16, 2015
Can an inherited IRA qualify for a QLAC (qualified longevity annuity contract)? Can I use my Roth IRA to pay for my grandchildren to go to college? These questions and more are answered in this week's Slott Report Mailbag.
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