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The Slott Report
Still-Working Exception and Indirect Transfers: Today’s Q&A Mailbag
Thursday, February 22, 2018
This week's Slott Report Mailbag answers readers' questions about the still-working exception and indirect transfers.
Converting After-Tax Contributions and Aggregating RMDs: Today’s Q&A Mailbag
Thursday, February 15, 2018
This week's Slott Report Mailbag answers readers' questions about avoiding converting after-tax contributions to a Roth IRA and aggregating RMDs.
Avoiding the 10% Penalty and Deferring RMDs for a 401(a): Today’s Q&A Mailbag
Thursday, February 01, 2018
This week's Slott Report Mailbag answers readers' questions about avoiding the 10% penalty for cashing in an IRA to pay medical bills and deferring RMDs for a 401(a).
Keeping it SIMPLE and RMDs: Today’s Q&A Mailbag
Thursday, January 25, 2018
This week's Slott Report Mailbag answers readers' questions about profit sharing plans and RMDS and SIMPLE IRAs.
Does a Qualified Charitable Distribution Count Towards My Yearly RMD?
Friday, February 05, 2016
This week's Slott Report Mailbag examines how to take advantage of net unrealized appreciation (NUA) - one of the BIGGEST breaks in the tax code - along with answers to two questions on qualified charitable distributions (QCDs).
Can I Make a Spousal IRA Contribution For My Wife?
Tuesday, January 19, 2016
This edition of the Slott Report Mailbag (one of two consumer mailbags this week!) examines how to name contingent beneficiaries, looks at the misconceptions of "taxable income" and answers a reader's question about contributing to an IRA on his wife's behalf.
Do Required Distributions Affect My Medicare Part B Premiums?
Friday, December 04, 2015
This week's Slott Report Mailbag looks at the process of reporting IRA distributions on your tax return - and what happens if you pay too much tax? - answers a question about a woman's rising Medicare Part B premiums and points out the key 401(k) employer plan provision that could allow you to move employer plan funds outside the plan while still a plan participant.
Am I Violating the 30-Day Waiting Period for Reconverting Recharacterizted Funds?
Thursday, October 01, 2015
With the Roth recharacterization deadline approaching (October 15), this week's Slott Report Mailbag answers a great question about the 30-day waiting period on reconverting funds after a recharacterization and further clarifies a reader's question on utilizing the stretch IRA.
What You Should Do If You Find Out You Weren't Eligible to Make That 2015 Roth Contribution
Thursday, July 23, 2015
This week's Slott Report Mailbag answers a few inquisitive readers on what to do if you just found out you aren't eligible to make a Roth conversion or contribution in a given year and if you can name a trust as an IRA beneficiary.
When Can I Take Money Out of My Roth IRA?
Thursday, June 04, 2015
This week's Slott Report Mailbag, proudly sponsored by GoldCo Precious Metals, delves into more common IRA questions. Can you put your future retirement home in your IRA? Can you make an IRA contribution for a deceased person in their year of death? When can you take money out of your Roth IRA? We have the answers below.
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