Ilana Slott
Delaying RMDs From an Employer Plan and IRA Rollovers: Today’s Q&A Mailbag
This week's Slott Report Mailbag answers reader questions about delaying RMDs from an employer plan and IRA rollovers.
Retirement Plan Checks and 60-Day Rollovers
Generally, when you receive a check from your IRA custodian or employer plan, you have 60 days to rollover the funds to another retirement account, either an IRA or an employer plan. As with most retirement plan rules, this rule comes with two exceptions – one good and one bad. Let’s look at what happens when Lori receives a check.
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.
This Week’s Q&A: Is Roth Conversion Right for Everyone?
This week's Slott Report Mailbag looks at converting a traditional IRA to a Roth IRA, as well as making Roth contributions in the year of retirement.