Obstacles with IRA Contributions and RMDs: This weeks Q&A
This week's Slott Report Mailbag looks into spousal contributions, IRAs, the IRS guidelines, and RMDs.
RMD
An IRA Beneficiary Quiz. Can You Pass this Exam?
Most people think it is easy to leave an IRA to their heirs. But is it? The following is a quick quiz. How many of these beneficiary questions can you get correct? The answers are at the end of the quiz.
You Missed a RMD! Now What? This weeks Q&A
This week's Slott Report Mailbag looks into missed RMDs, IRA transfers, and Testamentary Trusts.
5 Things Every Roth IRA Owner Should Know Before Taking a Distribution
Are you one of the growing number of savers who has a Roth IRA? If so, there will come a time when you will want to take funds from your account. Here are 5 things that every Roth IRA owner should know before taking a distribution.
Need to Withdraw From an IRA Before Turning 70 1/2 Years Old? This Weeks Q&A Mailbag and More.
This week's Slott Report Mailbag looks into RMDs, QCDs, and IRA withdrawals prior to turning 70 1/2 years old.
7 Resolutions for Your IRA for 2017
A new year brings a fresh start and a chance to do things better. You probably have a few resolutions for 2017. You may be planning to eat healthier, get more exercise, or stick to a budget. As you are making your resolutions for the new year, don’t overlook your IRA. Here are a few suggestions for 2017.
When You’re 70 1/2 Avoid These Disastrous Mistakes
This week's Slott Report Mailbag looks into RMDs, Roth IRAs, and "still working" provisions.
QCD Complications, Inherited IRAs Overseas and More
This week's Slott Report Mailbag looks into complications with QCDs, inherited IRAs overseas, and annuity distributions.
RMDs When You Move Money from an Employer Plan to an IRA
Jenny has a 401(k) plan at work and she has an IRA. Jenny is 72 but is still working. Her employer plan has a “still working” exception so Jenny does not have to take required minimum distributions (RMDs) from her plan. However, she does have to take RMDs from her IRA.
The Headaches of IRA Transfers, Rollovers, and Unclaimed Property
This week's Slott Report Mailbag looks into IRA transfers, unclaimed property, and IRA rollovers.
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