Morningstar Videos: Ed Slott on Last Minute IRA Tax Tips | Ed Slott and Company, LLC

Morningstar Videos: Ed Slott on Last Minute IRA Tax Tips

 

Ed Slott spoke with Morningstar's Christine Benz earlier this week about last-minute IRA tax tips, including choosing between a traditional IRA and Roth IRA contribution, the backdoor Roth IRA and Roth recharacterizations. The videos can be found below in their entirety.

Ed Slott speaks about choosing between a traditional IRA and Roth IRA contribution in this video.




Even those who earn too much to contribute to a Roth IRA outright can get into the tax-free zone through the back door. Ed Slott talks about the backdoor Roth IRA in this video.



Did you make an IRA mistake? Consider a do-over. Ed Slott talks about the Roth recharacterization process in this video.


 

 

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