Are You Over 70.5 Years Old and Still Working? Take Advantage of These Benefits: This Week’s Q&A
This week's Slott Report Mailbag looks into 403(b) plans, RMDs, still-working exceptions, and trusts.
RMD
Are You Over 70.5 Years Old and Still Working? Understand Your Options With RMDs: This Week’s Q&A
This week's Slott Report Mailbag examines RMDs when you are still working past 70.5 years old and inheriting multiple IRAs.
Divorce, IRAs, and a Twist
Many times when individuals divorce the IRA is split between the spouses. This is done through the divorce decree or separation agreement. An IRA is never split using a qualified domestic relations order (QDRO). That is only used for splitting employer plans, such as 401(k)s.
Avoid Penalties and Fees by Learning These Rules: Today’s Q&A Mailbag
This week's Slott Report Mailbag looks into QCDs, RMDs, Rollover IRAs and Recharacterizations.
Want to Donate to Harvey Victims? Consider a QCD
As the flood waters slowly recede in the Houston area, many people are asking themselves how they can help the victims of Hurricane Harvey. For those who have IRAs and are charitably inclined a Qualified Charitable Distribution (QCD) may be one way you can help.
Do You Know What to Do When You Inherit an IRA? This Week’s Q&A.
This week's Slott Report Mailbag looks into QCDs, RMDs and inherited IRAs.
7 Things Your IRA Custodian Won’t Tell You
It is important to know what your IRA custodian will tell you and what they will not or cannot tell you. The I in IRA stands for individual and many times it is up to the individual to know things or keep track of them.
You Must Play by the Rules with RMDs and QCDs: Q&A Mailbag
This week's Slott Report Mailbag examines Roth IRA transfers, QCDs and RMDs.
Is There a Way Around the 10% Early Distribution Penalty? This Week’s Q&A
This week's Slott Report Mailbag looks into the one-rollover-per-year rule, RMDs and the 10% early distribution penalty.
Your NUA and Required Beginning Date Questions Answered: This Week’s Q&A
This week's Slott Report Mailbag examines NUA and the required beginning date (RBD) for taking an RMD.
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