Are You in the IRA Sweet Spot?
If you have an IRA, you need to know about the “sweet spot.” What is the IRA sweet spot? Well, that is when you are between ages 59½ and 70½.
sarah brenner
This Week’s Q&A Mailbag: Roth IRA Contributions and Distributions
This week's Q&A Mailbag answers reader questions on Roth IRA contributions and distributions.
5 Roth IRA Facts That May Surprise You
Do you think you understand all the rules that govern your Roth IRA? Not so fast! There are many misconceptions as to how these complicated accounts work. Here are 5 Roth IRA facts that might surprise you.
Is 2018 the Year for Your Roth IRA Conversion?
Roth IRAs have been around for 20 years now. Lots of taxpayers have taken advantage of the tax-free benefits of these accounts by converting their traditional IRAs or employer plans to Roth IRAs. But many have hesitated. Maybe you are among those who held back. The year 2018 may be the year to change your mind.
This Week’s Q&A Mailbag: Two RMD Questions
This week's Q&A mailbag answers two reader questions about RMDs.
What Tax Reforms Means for Your “Back-Door” Roth IRA Conversion
You may be interested in contributing to a Roth IRA but think your income is too high. You are probably aware that there are income limits that apply to Roth IRA contributions. For 2018, if you are married, your ability to make Roth IRA contributions phases out when your Modified Adjusted Gross Income (MAGI) is between $189,000 - $199,000 and between $120,000 - $ 135,000 if you are single. Are you out of luck if you are a high earner? The answer is "no" and tax reform makes this clearer than ever.
Tax Reform and Your IRA – 5 Things You Need to Know
The Tax Cuts and Jobs Act made sweeping changes to the tax laws. Brackets have been changed, deductions have been eliminated, and retirement plans have been affected. You may be wondering what the new law means for your IRA. Here are 5 things you need to know.
Roth IRA Contributions and RMD Rules: Today’s Q&A Mailbag
This week's Slott Report Mailbag answers readers' questions about Roth IRA contributions and RMD rules.
Happy 20th Birthday Roth IRA! – Here Are 20 Roth IRA Facts You Need to Know
The year 1998 seems like a long time ago. In January 1998, Bill Clinton was in the White House and about to be impeached. The Unabomber was in the news and the Spice Girls were winning music awards. January 1, 1998 also brought us the launch of Roth IRA. However, unlike other ‘90’s memories, the Roth IRA is still going, stronger than ever. You may already be reaping the tax benefits of your own Roth IRA. Or, maybe you’ve hesitated to open one. The 20th anniversary may be the time for you to take the plunge. To celebrate the occasion, here are 20 Roth facts you need to know.
Happy Holidays
We at the Slott Report would like to wish all our readers and their families a very happy holiday season!
We thank all of you for taking your valuable time to read the Slott Report over the past year. We have heard from many of you and welcome your comments and feedback. Keep it coming!
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