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The Slott Report
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 will 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.
Preparing for Inherited IRAs: This Week’s Q&A Mailbag
Thursday, May 11, 2017
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
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?”
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.
Mailbag Q&A: Early Distributions, Back-door Roth Conversions and More
Thursday, March 16, 2017
This week's Slott Report Mailbag looks into early distributions, back-door Roth conversions, and Roth IRAs.
Sending Out an SOS for Those Taking RMDs and Inheriting IRAs
Thursday, February 23, 2017
This week's Slott Report Mailbag looks into inherited IRAs, beneficiaries, and RMDs when you are still working.
Did you Inherit an IRA? Don't Inherit a Mess. This weeks Q&A Mailbag.
Thursday, February 02, 2017
This week's Slott Report Mailbag looks into inherited IRAs, beneficiaries, and backdoor Roth IRA strategies.
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