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The Slott Report
Do You Know All the Rules for Rolling Over a Roth 401(k)?
Thursday, September 28, 2017
This week's Slott Report Mailbag examines 401(k)s, Roth 401(k)s, and spousal beneficiary rules.
Inheriting an Inherited IRA
Wednesday, August 02, 2017
What are the rules when you inherit an inherited IRA? We get this question frequently. Let’s consider what happens when using designated beneficiaries.
Calculating RMDs with Multiple Beneficiaries: This Week’s Q&A
Thursday, June 15, 2017
This week's Slott Report Mailbag looks into calculating RMDs with multiple beneficiaries and inheriting IRAs.
Have You Faced This Dilemma with Spousal Contributions? This Week’s Q&A
Thursday, May 25, 2017
This week's Slott Report Mailbag looks into IRA beneficiaries, Roth IRAs, and spousal contributions.
The 99% Rule for Spousal Beneficiaries of Retirement Accounts
Monday, May 22, 2017
It sounds funny to say, but death is a part of life for all of us. It’s one of the few things that all of us have in common at some point, and it’s one of the few issues that must be addressed in every plan. While every situation is unique and we all have our own goals and objectives, the overwhelming majority of married couples with IRAs and other similar accounts, such as 401(k)s and 403(b)s, name their spouse as their primary beneficiary as part of their estate plans. As such, knowing the rules for when a spouse inherits an IRA is critical for just about every married couple.
6 Things Every Non-Spouse IRA Beneficiary Needs to Know
Wednesday, May 03, 2017
It is not unusual to inherit an IRA from someone who is not your spouse. Many people inherit an IRA from a parent or a sibling. If this is the case for you, here are six things you will want to know.
Did You Have a Loss of Funds in an IRA Thanks to Your Broker’s Illegal Transactions? This Week’s Q&A
Thursday, April 27, 2017
This week's Slott Report Mailbag looks into inherited IRAs, RMDs, illegal trades, and PLRs.
So You Think You Need to Name a Trust as the Beneficiary of Your IRA?
Wednesday, April 26, 2017
In two weeks I had three trusts come across my desk that were named as the beneficiary of the account owner’s IRA. The account owner had now died and the universal question was, “Now what?”
What You Should Know Before You Name an HSA Beneficiary
Monday, March 27, 2017
If you have an HSA, you will want to give some thought to what will happen to this account after your death. The rules are a little tricky and careful planning is important to minimize the tax bite.
Is a Trusteed IRA Right for You?
Wednesday, March 22, 2017
Trusteed IRAs have been in the news recently. More and more financial organization are making these products available. Is a trusteed IRA a good strategy for you? Here is what you need to know about this increasingly popular option.
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