Roth 401(k) to a Roth IRA Rollover: How Does This Work?
As retirement account questions go, this is the shortest inquiry with the longest answer. When asked what factors to consider...
Matt Smith
Government Report Highlights Confusion Over 401(k) Distribution Options
A recent government report highlights how confused 401(k) participants are when they have to decide what to do with their...
THE AGE 55 EXCEPTION AND ROLLOVERS OF ROTH IRAS: TODAY’S SLOTT REPORT MAILBAG
Question: Can an individual who is using the age 55 exception to the 10% early distribution penalty roll over a...
Five RMD Facts Every IRA Owner Should Know
If you have an IRA and you are approaching retirement age, you have probably heard the term “required minimum distribution”...
Trusts as a Beneficiary and Qualified Charitable Distributions: Today’s Slott Report Mailbag
QUESTION: I attended the Mid-Year IRA Planning Opportunities 2024 Webinar on May 14th. I missed the reasons for not naming...
SIMPLE Plan Contribution Limits: Increased for Many
By Andy Ives, CFP®, AIF®IRA AnalystFollow Us on X: @theslottreport We have written about this subject in the past (December 2023), but...
When a Reverse Rollover Makes Sense
By Ian Berger, JDIRA AnalystFollow Us on X: @theslottreport In a famous “Seinfeld” episode, George Costanza, unemployed, living with his parents...
Net Unrealized Appreciation and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Sarah Brenner, JDDirector of Retirement EducationFollow Us on X: @theslottreport Question: I need guidance on a new client with the...
What You Need to Know about Community Property and Your IRA
By Sarah Brenner, JDDirector of Retirement EducationFollow Us on X: @theslottreport What do you get when community property mixes with your...
Ed Slott’s Elite Advisor Group℠ Meets in Indiana
Ed Slott's Elite IRA Advisor Group℠ gathered in Indianapolis last week for another successful conference. Over 350 member advisors from across the country spent two intense days of training, covering topics ranging from SECURE 2.0 provisions taking effect in 2024 to fixing excess contributions.