Skip to main content
Ed Slott and Company, LLC
2-Day IRA Workshop
Elite IRA Advisor Group
Corporate and Consumer Training
IRA Leadership Program
Professional Speaking Events
Ask Ed to Speak
Recommend That Your Advisor Train With Us
Elite IRA Advisor Group
Find An Advisor
Elite IRA Advisor Group For Consumers
Elite and Master Elite IRA Advisor Workshop
Ed Slott's 2-Day IRA Workshop
Online Advertising Options
Find an Advisor
IRA and Tax Tables
In The News
About Ed Slott
IRA Technical Experts
Marketing and Communications
Savvy IRA Planning
You are here
The Slott Report
The Slott Report
Roth IRAs - Favored for Annual Contributions, Neglected for Rollovers from Company Plans
Monday, November 20, 2017
Roth IRAs become 20 years old in January of 2018 and now hold more than $660 billion in retirement wealth, reports the Investment Company Institute. Yet while Roth IRAs have become very popular among individuals who make annual contributions to IRAs, they are near totally avoided by persons who roll over big-dollar distributions from company retirement plans into their IRAs, with these funds going overwhelmingly into Traditional IRAs.
Still-working Exception and RMDs: Today’s Q&A Mailbag
Thursday, November 16, 2017
This week's Slott Report Mailbag looks into the still-working exception and RMDs.
Retirement Account Limits for 2018
Wednesday, November 15, 2017
While there is a lot of focus on the proposed tax law changes that have a target effective date of 2018, there is something we can count on for 2018, the inflation adjusted retirement account limits. There are currently no proposed changes to the following limits.
Tax Reform and Your Retirement Account
Monday, November 13, 2017
House Republicans took the first shot at tax reform with the release of the Tax Cuts and Jobs Act on November 2. Now it is the Senate’s turn to weigh in. Not surprisingly, the Senate’s take on overhauling the tax code looks very different than the House version. You may wonder how your retirement account may be affected. Here are some highlights.
Are You Taking an RMD for the First Time in 2018?
Thursday, November 09, 2017
This week's Slott Report Mailbag examines inherited IRAs and retirees taking RMDs for the first time.
60-Day Rollovers and Multiple Checks
Wednesday, November 08, 2017
We continuously get questions on 60-day rollovers. Many times those questions revolve around a client receiving more than one distribution or wanting to complete the 60-day rollover with more than one distribution. Here is what you need to know.
10 Things to Know About the Still-Working Exception
Monday, November 06, 2017
Are you approaching retirement age and not looking forward to being forced to take unwanted required minimum distributions (RMDs) from your retirement account? You may be looking for a way to delay those distributions. You may have heard about the “still-working” exception, which can allow RMDs to be put off. Will this exception help you? Here are 10 things you need to know.
Tax Reform Proposal Unveiled
Friday, November 03, 2017
The much anticipated Republican proposal for tax reform has been released in the form of the Tax Cuts and Jobs Act, an over-400 page long major rewrite of the Tax Code. It is sure to be controversial and subject to political dispute, and specific provisions are likely to change. Here's how the major provisions that most matter to helping your clients read now.
The Rules and Strategies When You Inherit an IRA From Your Spouse: This Week’s Q&A
Thursday, November 02, 2017
This week's Slott Report Mailbag looks into RMDs and spousal IRA beneficiaries.
IRA RMD Basics for the First Year’s Distribution
Wednesday, November 01, 2017
Every year more Baby boomers move toward age 70 ½ and their first required distributions from their retirement accounts. For those boomers born between July 1, 1946 and June 30, 1947, you turned 70 ½ in 2017. You now need to take your first required minimum distribution (RMD) from your IRA accounts. Here are the basics of that first distribution.
Click here to read The Slott Report’s usage and copyright guidelines.
Username or e-mail
I need help logging in
No Account Yet?
Create one here and receive free IRA updates
Receive Articles Straight to Your Email
About The Slott Report
Become a Guest Contributor
Tweets by @theslottreport