Inherited IRA Rules, Pro-Rata Tax Rule Highlight Mailbag
This week's Slott Report Mailbag includes your questions (and our answers) on inherited IRA distributions, SEP IRAs and the pro-rata tax rule
Mailbag
IRA Rollovers, Roth IRA Conversions and Inherited IRAs Highlight Slott Report Mailbag
This week's Slott Report Mailbag answers your questions on IRA rollovers, the Roth conversion conversation when dealing with Social Security benefits as added income, and inherited IRAs. We answer situational questions asked by individuals, couples, and parents who are searching for the best way to leave an inherited IRA to their daughters.
Excess IRA Contributions, Company Plans, Roth Conversion Conversation Highlights Mailbag
This week's Slott Report Mailbag includes questions on excess IRA contributions, company plan rules and the Roth IRA conversion conversation. Click to read a Q&A with our IRA Technical Experts.
Non-Spouse IRA Beneficiaries, IRD Deductions and IRA Rollovers Highlight Slott Report Mailbag
This week's Slott Report Mailbag features your questions (and our answers) on topics including non-spouse beneficiaries, the Income in Respect of a Decedent (IRD) and IRA rollovers. Click to read a Q&A with our IRA Technical Consultants.
IRA Contributions, RMDs and Non-Spouse Beneficiaries Highlight Mailbag
This week's Slott Report Mailbag includes questions on earned income for IRA contributions, required minimum distributions (RMDs) in the year of death and non-spouse IRA beneficiaries. Click to read a Q&A with our IRA Technical Consultant.
Roth Conversions and Contributions, Creditor Protection Highlight Mailbag
This week's Slott Report Mailbag includes questions on Roth conversions and contributions, the always-confusing Roth IRA 5-year rules and creditor protection for IRAs. Happy a happy, healthy Memorial Day weekend and thank you to the servicemen and women who risk their lives daily to defend and protect us.
IRA Rollover Rules, Roth IRA Contributions Highlight Slott Report Mailbag
This week's Slott Report Mailbag includes questions on the IRA rollover rules, making Roth IRA contributions from 457(b) required minimum distributions (RMDs) and the 60-Day rollover rule as it applies to 401(k) plans. We answered the mail this week from the Arizona Biltmore in Phoenix, where we are stationed all week for Ed Slott's Elite and Master Elite IRA Advisor Group Workshop.
Spousal Beneficiaries, Inherited IRAs and RMD Questions Highlight Mailbag
This week's Slott Report Mailbag answers questions about spousal beneficiaries, inherited IRAs and keeping the Stretch IRA provision (biggest benefit in the tax code!) for your heirs and required minimum distributions. As always, we stress the importance of working with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Find one in your area at this link.1.Ed:I have your book, but unfortunately it is at my cabin so I don't have access right now. I am inheriting a Roth IRA from my wife, who recently passed away at 65. It was converted to a Roth in December 2008. First question: Is it better to keep it as a separate Roth IRA, or add it into my existing Roth IRA?
Roth Conversion and IRA Contribution Questions Highlight Mailbag
This week's Slott Report Mailbag includes questions about converting an employer-based 401(k) to a Roth IRA, the use of trusteed IRAs and what to do if you want to make an IRA contribution from money you earned at the end of 2011, but didn't receive until 2012.
Roth IRA 5-Year Rules, Roth 401(k) Transfers Highlight Mailbag
Some of the trickiest IRA situations involving the Roth IRA 5-year rules. We receive questions about them constantly with each situation just a little bit different than the others. In this week's Slott Report Mailbag, we answer questions on the 5-year rules as well as an inquiry about Roth 401(k) transfer provisions.
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