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Welcome to The Slott Report - IRA and Retirement Planning Information

The Slott Report

Am I Eligible to Make a Roth IRA Contribution?

ed slott IRA questions
This week's Slott Report Mailbag examines Roth IRA contribution eligibility and how to avoid RMDs (required minimum distributions) by rolling a Roth employer plan to a Roth IRA.

Are There Age Requirements To Do a Roth Conversion?

No age requirements on Roth conversion
This is a frequently asked question, and the answer is very straightforward, but it also starts the Roth conversion conversation no matter your age. Beverly DeVeny provides more technical tidbits you should know about the process.

Do I Have to Take RMDs From Every Account That I Have?

ed slott IRA questions
This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, examines if you have to take RMDs (required minimum distributions) from every account you have and answers if your traditional IRA is tax deductible.

Still Working and Past Age 70 1/2? Answers to 7 Frequently Asked RMD Questions

taking required minimum distribution age 70 1/2
We get many questions from those nearing the RMD (required minimum distribution) age of 70 ½ who are still working. We put together a list of 7 frequently asked questions and our answers on this important IRA planning topic.

Give The Graduate a Gift of a Roth IRA

Roth IRA graduation gift
Still don’t know what to give the graduate in your life? If they have earned income for the year, give them a gift of a Roth IRA. Here's how to start the process.

Can I Invest My Roth IRA Funds in an Annuity?

ed slott IRA questions
This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, looks at lump sum distribution rules for pension plans and the possibility of investing Roth IRA funds in an annuity.

Why Your Personal Balance Sheet is a Liar When It Comes to Your Retirement Accounts

Balance sheets can lie about retirement accounts
A balance sheet is one of the basic financial statements that can be useful in many situations. Unfortunately, when it comes to retirement accounts, balance sheets can be extremely misleading. How? We explain.

Homer and Marge Simpson - Divorced? What Happens to Homer's 401(k)?

homer and marge simpson divorce retirement plan issues
This rumor of Marge and Homer Simpson's divorce made the rounds late last week. It was quickly countered. They are supposedly separating for only one episode. But how would a separation or a divorce affect Homer’s retirement assets?

What Happens If I Break the 72(t) Payment Plan?

ed slott IRA questions
This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, examines the 72(t) process and answers a question on the IRA distribution rules between the ages of 59 ½ and 70 ½.

Sometimes It PAYS to Pay a Retirement Account Penalty

Paying a Retirement Penalty to Fuel Your Long-Term Retirement Goals
Whether it’s in sports, with taxes or in life, we’re programmed to avoid penalties, and that’s usually a good move. Occasionally, however, by simply avoiding penalties, we can be detrimental to ourselves. Indeed, sometimes incurring a penalty on purpose can be the right move. If you don’t believe me, consider the following example.

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