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The Slott Report
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.
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.
Don’t Make the Same Mistakes These Advisors Made: This Week’s Q&A
Thursday, July 20, 2017
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
Thursday, July 06, 2017
This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and NUAs.
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.
Inherited an IRA with Missed RMDs? This Week’s Q&A
Thursday, June 01, 2017
This week's Slott Report Mailbag looks into missed RMDs, inherited IRAs, and QDROs.
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.
Inherited IRAs and Roth IRA Distributions. This Week’s Q&A Mailbag
Thursday, May 18, 2017
This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and Roth IRA distributions.
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