Mailbag

How Do I Take RMDs If I’m Still Working at Age 70 1/2?

This week's Slott Report Mailbag looks at the delicate situation of moving retirement funds (either to another account or through distributions) when still employed. If you are nearing retirement and are looking long-term of your overall plan, these two questions could be applicable to your situation.

How Long Do I Have to Keep Year-End Retirement Account Statements?

This week's Slott Report Mailbag looks at how long you have to store year-end retirement account statements as well as how a spousal beneficiary should do if he or she decides to leave a deceased spouse's IRA separate from their own. Click to read this week's Q&A with our IRA Technical Consultant.

What Type of Annuity Can be Rolled Over to an IRA?

This week's Slott Report Mailbag looks at potential annuities that can be rolled over to IRAsas well as a follow-up question on a younger spouse inheriting an IRA. Click to read this week's Q&A with our IRA Technical Consultant.

Slott Report Mailbag: Who Has Rights of This Inherited IRA?

Retirement planning is complicated. It's a personal and situational endeavor with plenty of possible pitfalls in the way of success. This week's Slott Report Mailbag illustrates several various situations in which the individual sought help from either publications or professionals and is still left confused. Click to read this week's Q&A with our IRA Technical Consultant.

Slott Report Mailbag: What Happens if I Accidentally Miss My RMD?

This week's Slott Report Mailbag demonstrates IRA intricacies, but also the difficulty in rectifying mistakes that have been piling up without an IRA owner's knowledge for years. These questions, and our answers, also stress the importance of putting together and working with a knowledgeable retirement team - an attorney, accountant and financial advisor.

Can an IRA Used For College By Rolled Over to a Traditional IRA?

This week's Slott Report Mailbag talks about an "educational" IRA (a popular topic during graduation season), how to value non-spouse inherited IRAs and whether a retired individual can go through with a Roth conversion. Click to read this week's Q&A with our IRA Technical Expert.

Slott Report Mailbag: All About Roth IRA Conversions

This special edition of The Slott Report Mailbag answers several of the common Roth conversion questions we receive - from the beginning "conversion conversation" to the actual conversion process. Click to read this week's Q&A with our IRA Technical Expert.

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