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The Slott Report
Are You Taking an RMD for the First Time in 2018?
Thursday, November 09, 2017
This week's Slott Report Mailbag examines inherited IRAs and retirees taking RMDs for the first time.
The Rules and Strategies When You Inherit an IRA From Your Spouse: This Week’s Q&A
Thursday, November 02, 2017
This week's Slott Report Mailbag looks into RMDs and spousal IRA beneficiaries.
RMDs to a Trust Beneficiary of an IRA
Wednesday, October 25, 2017
In the past couple of weeks, I have heard the wrong answer to the question of where required minimum distributions (RMDs) must go to a trust beneficiary from both an advisor and an IRA custodian.
Inherited IRAs – When do RMDs Begin?
Wednesday, October 18, 2017
We are frequently asked when required minimum distributions (RMDs) begin when an individual inherits an IRA. As with most things related to IRAs, the answer is, it depends.
Are You Over 70.5 Years Old and Still Working? Understand Your Options With RMDs: This Week’s Q&A
Thursday, October 05, 2017
This week's Slott Report Mailbag examines RMDs when you are still working past 70.5 years old and inheriting multiple IRAs.
A Tale of 3 Cousins and Their Inherited 401(k) Plans
Wednesday, October 04, 2017
This is the story of Al, Bob and Carl. Each cousin is the non-spouse beneficiary of his father’s 401(k) plan. Their fathers worked together at the local automotive factory for their entire lives and were all covered by the same plan. The default distribution option in the plan for non-spouse beneficiaries is a five-year payout.
How Your Inherited IRA is Taxed
Monday, September 25, 2017
Have you inherited an IRA? What type of IRA is it? Your answer will matter a lot when it comes to your tax bill. Inheriting a traditional IRA will have very different tax consequences than inheriting a Roth IRA.
Options for a Spouse Beneficiary – Remain a Beneficiary or Retitle to Your Own Account?
Wednesday, September 13, 2017
Warning! The options described here are for spouse beneficiaries named on the beneficiary forms of IRA accounts. Non-spouse beneficiaries and spouses who inherit through an estate have a different sets of rules.
Do You Know What to Do When You Inherit an IRA? This Week’s Q&A.
Thursday, August 31, 2017
This week's Slott Report Mailbag looks into QCDs, RMDs and inherited IRAs.
Don’t Inherit a Mess When Your Spouse Passes Away: This Week’s Q&A
Thursday, August 03, 2017
This week's Slott Report Mailbag looks into inherited IRAs, spousal rollovers, and 401(k)'s.
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