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inherited IRA

Don’t Make the Same Mistakes These Advisors Made: This Week’s Q&A

This week's Slott Report Mailbag looks into SEP-IRAs, 403(b)s and inherited IRAs.

Questions about Your Inherited IRA? This Week’s Mailbag Q&A

This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and NUAs.

Calculating RMDs with Multiple Beneficiaries: This Week’s Q&A

This week's Slott Report Mailbag looks into calculating RMDs with multiple beneficiaries and inheriting IRAs.

Inherited an IRA with Missed RMDs? This Week’s Q&A

This week's Slott Report Mailbag looks into missed RMDs, inherited IRAs, and QDROs.

The 99% Rule for Spousal Beneficiaries of Retirement Accounts

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.

Inherited IRAs and Roth IRA Distributions. This Week’s Q&A Mailbag

This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and Roth IRA distributions.

Preparing for Inherited IRAs: This Week’s Q&A Mailbag

This week's Slott Report Mailbag looks into inherited IRAs, calculating RMDs, and 60-day rollovers.

6 Things Every Non-Spouse IRA Beneficiary Needs to Know

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

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?

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?”

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