This Week’s Q&A: Converting a Pre-Tax IRA to a Roth and More
This week's Slott Report Mailbag looks into converting and contributing to different IRAs, 401(k)s, and RMDs.
IRA
Is a Trusteed IRA Right for You?
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.
Strategies to Make the Most of Your Retirement Assets
“Confidence comes from being prepared.” —John Wooden. A successful retirement plan does not happen overnight nor can it exist without proper preparation.
7 IRA Questions to Ask Before You File Your Return
1) Did you make a deductible IRA contribution for 2016? If yes, make sure the deduction is reflected on line 32 of your Form 1040.
Things to Tell Your Tax Preparer During Tax Season
Any time you get a 1099-R for a retirement plan transaction, make sure you give it to your tax preparer. The IRS gets copies of your 1099-Rs, so they need to be included on your income tax return. They cannot be ignored, even if they are for a non-taxable transaction. How will your tax preparer know it is a non-taxable transaction? You have to tell him or her.
Can You Really Transfer That Penalty Free? This Week’s Q&A
This week's Slott Report Mailbag looks into IRA transfers and international transfers.
Do You Have to File an Amended Return?
If you’re like most people, you’ve probably wondered at some point, “Do I need to file an amended return for that?” It is in that spirit that we offer you seven common errors and whether or not you should file an amended return after you discover them.
QCD – Tell Your CPA About It
Did you or your client do a QCD (Qualified Charitable Distribution) last year? Make sure the tax preparer knows about it.
After Death, Don’t Leave Your Loved Ones This Headache
This week's Slott Report Mailbag looks into beneficiaries, inherited IRAs, RMDs and annuities.
If IRAs Had Oscars…
Announcer: And the award for Best Type of Account to Help John Doe in Retirement goes to…
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