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The Slott Report
The Slott Report
3 Investing Mistakes to Avoid with Your IRA
Wednesday, April 25, 2018
Beware of these 3 investing mistakes with your IRA: late investments, illegal investments, and prohibited transactions. They can cost you or your clients big bucks.
How Much Can You Take Home in 2018? – Reviewing Your Form W-4 after TCJA
Monday, April 23, 2018
With the tax deadline having just passed, now is the perfect opportunity to start planning for next year. Last year’s return should be readily available, and you may even have many important items committed to memory. Additionally, four months into the year is the perfect time to begin making current year projections. Of course, this year is different. That’s because 2018 will be the first that we file under the changes created by the Tax Cuts and Jobs Act (TCJA).
Roth Conversion, Pro-Rata Rule, and Rollovers: Today’s Q&A Mailbag
Thursday, April 19, 2018
This week's Slott Report Mailbag answers readers' questions about Roth conversions, the pro-rata rule, and rollovers.
How Much Can a Stretch IRA Be Worth?
Wednesday, April 18, 2018
One of the greatest benefits of an IRA is its ability to provide tax-favored wealth for heirs. An IRA left to a beneficiary can be "stretched" to provide pre-tax compound investment returns for the rest of the beneficiary's life -- or even longer. And these can be distributed totally tax free if it is a Roth IRA.
The Tax-Filing Deadline is Almost Here – Is Your IRA Ready?
Monday, April 16, 2018
The countdown to the 2017 tax filing deadline is on. The deadline is April 17, 2018, which is really only hours away. Time is running out. Is your IRA ready?
Non-Deductible Contributions, Form 8606, and Conversions: Today’s Q&A Mailbag
Thursday, April 12, 2018
This week's Slott Report Mailbag answers readers' questions about non-deductible contributions, form 8606, and conversions.
Tracking Roth Contributions for Those Under Age 59½
Wednesday, April 11, 2018
One of the benefits of a Roth IRA is that contributions can always be distributed out of the Roth IRA with no tax, and no early distribution penalty for those that are under age 59½. But, you have to be able to prove to IRS that you are taking a distribution of contributions only. Under the distribution ordering rules, all Roth IRAs are treated as one Roth account, contributions are deemed to be the first amount distributed, then conversions – first in, first out – and lastly earnings are distributed.
Earned Income for IRA Contributions
Monday, April 09, 2018
With the 2017 tax filing date quickly approaching, many taxpayers look to take advantage of IRA contributions to lower taxable income prior to filing. However, before making that contribution, you want to be sure to meet all the eligibility rules.
Roth IRAs, Earned Income, and Stretch IRAs: Today’s Q&A Mailbag
Thursday, April 05, 2018
This week's Slott Report Mailbag answers readers' questions about Roth IRAs, earned income, and stretch IRAs.
Putting Your 2017 QCD on Your Tax Return: Four Things You MUST Know
Wednesday, April 04, 2018
A QCD is a qualified charitable distribution. It is a way to transfer funds from your IRA to a qualifying charity as a non-taxable distribution. It can also satisfy your RMD (required minimum distribution) for the year. You must be at least age 70½ at the time of the transaction to qualify. There are four things that you must know.
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