sarah brenner

2014 SEP IRA Contribution Deadline Approaches

Tuesday, September 15, 2015
Are you self-employed or a small business owner and your business expenses go on your individual tax return? If so, and you have an extension for filing your 2014 federal income taxes, you may want to consider making a SEP contribution for 2014. It is not too late! Here is how it works.
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What Distribution Options Do I Have With My Inherited IRA?

Thursday, September 03, 2015
This week's Slott Report Mailbag picked up on the "gold in IRAs" trend captured in two of our recent blog articles. We answer Bill's questions on selling the gold from his IRA then we move into questions on the Roth IRA 5-year rule and distribution options for inherited IRAs.
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The Recharacterization: A Valuable Tool in Your IRA Kit

Monday, August 31, 2015
Recent weeks have been volatile times for the markets. In times of economic uncertainty, tools that allow you a “do over” are more valuable than ever. As an IRA owner, you have such a tool in your IRA tool kit: the recharacterization. We will discuss the many reasons you may consider a recharacterization.
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Can I Place My IRA in a Trust?

Friday, August 28, 2015
This week's Slott Report Mailbag includes questions about placing an IRA in a trust, what to do with 401(k) funds from a previous employer and the nuts and bolts of the Roth IRA 5-year rules.
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New Rules to Know Before Moving Your IRA

Monday, August 24, 2015
If you are an IRA owner looking for the best investment option, there are new rules in 2015 that you will want to know before moving your IRA. If you make an error in your effort to maximize the return on your IRA, you may end up with your entire IRA being distributed and taxable to you.
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How Many Trustee-to-Trustee Transfers Can I Make in One Year?

Thursday, August 20, 2015
This week's Slott Report Mailbag looks at the proper titling on the IRA beneficiary form - and the headaches that ensue when the beneficiary form isn't properly filled out to meet the desires of the deceased and/or their beneficiaries - and answers how many trustee-to-trustee transfers an IRA account owner can do in one year.
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10 Facts You Need to Know About Required Minimum Distributions

Monday, August 17, 2015
If you have an IRA and you are approaching retirement age, or if you are already in retirement, you are most likely familiar with the term “required minimum distribution (RMD).” But do you know how the rules work and what they mean for you as an IRA owner? Here are 10 facts about RMDs that every IRA owner should know.
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How You Can Utilize an HSA Now to Save For Retirement

Monday, August 10, 2015
You may be familiar with Health Savings Accounts (HSAs). You probably know that these tax-advantaged accounts can be used to pay for medical expenses. However, you may not be aware that these accounts can be valuable retirement savings tools.
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