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Volume 9 Issue 5





FOR DAILY IRA INFO

Bookmark www.irahelp.com/slottreport
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planning information.



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QUESTION OF THE MONTH

What is the Maximum I Can Contribute to a 401(k) and SEP IRA?

Q: Hi, I am contributing to 401(k) and SEP IRA. I want to make sure I am taking full advantage of my contribution potential, but I also donít want to realize down the road that I was contributing too much. What is the maximum contribution amount? The Answer

MAY KEY FOCUS

5 Things You Can Do With a 401(k) That You Canít With an IRA

401(k)s and IRAs share a lot of similarities. They are both retirement plans. They both can help you lower your tax bill today, provide tax-deferred growth and can help provide an income source in retirement. That said, there are also many differences between the two types of retirement accounts. We explore 5 things you can do with a 401(k) that you canít do with an IRA. Read More

RULING TO REMEMBER

These Roth Accounts Follow Required Minimum Distribution (RMD) Rules

Roth IRAs offer many benefits. A huge advantage, relative to other retirement accounts, is that they do not have any required minimum distributions (RMDs) during your lifetime. However, thatís not true for all Roth accounts. Failure to understand this simple fact can lead to big (50%) penalties. Make sure you know how these Roth accounts follow RMD rules. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

What Financial Advisors Need to Know About the New Fiduciary Rule

New Fiduciary Rules Focus on Rollover Decisions - Explaining Options is More Important Than Ever!

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TWITTER TALK

@theslottreport: "#Roth #IRAs are like #tax insurance," @ IRAGuru4EdSlott What does that mean? Read this @ ForbesPersFin article. onforb.es/1OesUTZ

@theslottreport: According to survey, 64% of Americans donít have a will ó 55% w/ kids donít. Why? 57% said "they just havenít gotten around to making one."

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