joe cicchinelli

Will I Be Affected By The Once-Per-Year IRA Rollover Rule?

Thursday, April 02, 2015
This week's Slott Report Mailbag inquires about the new once-per-year IRA rollover rule as well as the tax implications on an IRA-to-Roth IRA conversion. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. You can find one in your area here.
Read More

A Tax-Filing Extension Does Not Mean an IRA Contribution Extension

Tuesday, March 31, 2015
The April 15 tax-filing deadline is fast approaching. If you haven't yet filed your taxes, don't panic. You can request a six-month extension. Can you get the same extension to make a 2014 IRA contribution? This article provides that answer plus some helpful places to search online if you need a tax-filing extension.
Read More

How Do I Report a Tax-Free Rollover on My Tax Return?

Friday, March 27, 2015
This week's Slott Report Mailbag examines a situation involving a spousal IRA beneficiary (the exact topic we detailed in this month's IRA Focus) as well as the procedure for reporting a tax-free IRA rollover during tax season (a key issue with April 15 right around the corner). Find the answers to these issues and more in this week's mailbag.
Read More

Your IRA Required Beginning Date is April 1 NOT April 15

Tuesday, March 24, 2015
If you turned age 70 ½ last year in 2014 and have a traditional, SEP or SIMPLE IRA, you must start taking required minimum distributions (RMDs) for that year and every year going forward. When is the required beginning date? IRA Technical Expert Joe Cicchinelli puts you on a deadline you must meet to avoid steep penalties.
Read More

The Deceased Don’t Make Good IRA Beneficiaries

Tuesday, March 17, 2015
Almost all IRA owners named their IRA beneficiary when they first opened the account. In many cases, it was their spouse or parent. However, disaster can strike if that primary beneficiary dies before you do and you don't update the IRA beneficiary form. This horror story provides a valuable lesson.
Read More

Don’t Forget to Report Rollovers to IRS

Tuesday, March 10, 2015
It's tax season. Every year, many people get lost in the numbers, the deductions, the credits, and the refunds. They forget to report rollovers to the IRS, especially tax-free rollovers. We examine the process, where you should be looking for these numbers and how to report them.
Read More

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.