Ed Slott and Company’s Monthly IRA Updates cover important ages for retirement plans. View that article in your browser.
share: email facebook LinkedIn twitter
Volume 9 Issue 6





FOR DAILY IRA INFO

Bookmark www.irahelp.com/slottreport
for daily IRA, retirement and tax
planning information.






Quiz Ad


QUESTION OF THE MONTH

How Do I Take My Deceased Spouse's 2016 Required Minimum Distribution?

Q: My spouse passed away in 2015. He was receiving an RMD from his 401(k). I was told by his ex-employer that for 2016, I will be required to take an RMD based on his age vs. mine. I am getting different answers from several finiancial advisors. Is this correct? The Answer

JUNE KEY FOCUS

The Important Ages in Retirement Plans - What They Are And What They Mean

There are two things to keep in mind when you are discussing ages and retirement plans. One is the age itself and the other is what that age means for your overall retirement planning. For example, when is age 55 not really age 55? You will understand as you read further. Read More

RULING TO REMEMBER

3 Exceptions to 10% Early Distribution Penalty That Only Apply to IRAs

When you leave an employer, you have an important decision to make. If you participated in a company plan, you need to decide what to do with your money. Should you roll over your funds to an IRA? There are many things to consider. What if you need the money prior to age 59 1/2? This article lists three times when you won't have to pay the 10% early distribution penalty. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

Fiduciary Rule Q and A

Chart: How Will the DOL's New Fiduciary Rule Impact You?

IRS Finalizes Favorable Rules for Allocating Pretax Amounts Disbursed from Roth 401(k)s

Preview This Issue and Subscribe



TWITTER TALK

@theslottreport: Personal #finance for dummies: 1) Live below means = Great! 2) Live within means = OK 3) Live above means = Trouble

@theslottreport: This couple gave away nearly $50K in #SocialSecurity because they didn't know the rules OR know someone who did. bit.ly/1TyRhTW

Follow @theslottreport for INSTANT IRA information

RESOURCES

EXPERT PROFESSIONAL ASSISTANCE


Copyright © 2016 Ed Slott and Company, LLC