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QCDs and RMDs: Today’s Q&A Mailbag

This week's Slott Report Mailbag answers readers' questions about QCDs and RMDs.

Roth Conversion, Pro-Rata Rule, and Rollovers: Today’s Q&A Mailbag

This week's Slott Report Mailbag answers readers' questions about Roth conversions, the pro-rata rule, and rollovers.

Non-Deductible Contributions, Form 8606, and Conversions: Today’s Q&A Mailbag

This week's Slott Report Mailbag answers readers' questions about non-deductible contributions, form 8606, and conversions.

Roth IRAs, Earned Income, and Stretch IRAs: Today’s Q&A Mailbag

This week's Slott Report Mailbag answers readers' questions about Roth IRAs, earned income, and stretch IRAs.

Conversions, Missed RMDs, Inherited IRAs: Today’s Q&A Mailbag

This week's Slott Report Mailbag answers readers' questions about conversions, missed RMDs, and inherited IRAs.

Still-Working Exception and Indirect Transfers: Today’s Q&A Mailbag

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

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

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

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?

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).

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