Roth Conversion Deferral, Annuities and IRAs Highlight Mailbag
This week's Slott Report Mailbag answers questions about reporting Roth conversion income deferred to 2011 and the process involving annuities, required minimum distributions and IRAs.
Mailbag
SEP Accounts and Recharacterizations Highlight Mailbag
This week's Slott Report Mailbag includes questions about converting part of an active SEP (Simplified Employee Pension) to a Roth IRA and the recharacterization process as it concerns tax returns.
Spousal IRA Contributions, Roth Conversions, Social Security Funds Highlight Mailbag
What are the spousal IRA contribution rules? What benefits will a Roth conversion have for legacy planning? Can I use Social Security money to fund my wife and I's joint retirement account? We answer those questions in this week's Slott Report Mailbag.
Non-Deductible IRA Contributions and Bad Financial Advice Highlight Mailbag
Horror stories are tough to hear. Below we share a story from someone given poor advice by his financial advisor. We also answer two other questions in this week's installment of The Slott Report Mailbag.
Inherited IRAs, Naming Beneficiaries Highlight Mailbag
The holiday season is upon us. It is time for friends, family and financial security. The answers to these consumer questions can help you wrap up your year-end planning.
2011 Roth Conversions, Naming Minors as Beneficiaries Highlight Mailbag
The holiday season is upon us. It is time for friends, family and financial security. The answers to these consumer questions can help you wrap up your year-end planning.
IRAs (SEP, Inherited, Stretch) Highlight Mailbag
IRAs, IRAs, IRAs. We have a full plate (leftovers from Thanksgiving) of IRA questions in this week's Mailbag. These questions touch on topics such as SEP IRAs, inherited IRAs and naming the trust as the beneficiary of IRAs.
Roth Conversions Highlight Mailbag
This week's Slott Report Mailbag discusses the main IRA topic that will dominate year-end planning...a 2010 Roth conversion.
Roth Conversions and Stretching The Tax in Mailbag
This week's Slott Report Mailbag discusses some complex, timely issues involving the myths about Roth conversions and the ability to stretch the tax paid on a Roth Conversion over three years. Can that be done?
Required Minimum Distributions, Roth Conversion Taxes Highlight Mailbag
This week's Slott Report Mailbag discusses some complex, timely issues involving RMDs and what happens if someone who takes a Roth Conversion with the intent of spreading the tax over 2011 and 2012 dies suddenly.
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