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The Slott Report
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.
How Your IRA Can Cost You When It Comes to Medicare
Monday, May 15, 2017
You have done the right thing for years. You have diligently saved and accumulated funds in your IRA. At some point, the funds that you have put away for years must come out. Uncle Sam wants his share. When you reach age 70 ½, you must take a required minimum distribution (RMD) for that year and for every year thereafter.
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.
If You're Over 70 1/2 Years Old and Still Working You Need to Know This
Thursday, April 20, 2017
This week's Slott Report Mailbag looks into still working exceptions, RMDs, and IRA transfers.
Interesting Use of the QCD Strategy
Monday, April 17, 2017
Qualified Charitable Distributions (QCDs) are now a permanent part of the tax code. They allow individuals who are at least 70 ½ years old at the time of the transfer to directly transfer IRA funds to a qualifying charity. The individual gets no charitable deduction for these contributed funds, but, they do not have to include the funds in income. It is as if they completely disappear. It’s even better than investing with Bernie Madoff! But wait, there’s more. The QCD transaction can also satisfy a required minimum distribution (RMD) for the year. QCDs are capped at $100,000 per year, per IRA owner.
7 IRA Questions to Ask Before You File Your Return
Monday, March 20, 2017
1) Did you make a deductible IRA contribution for 2016? If yes, make sure the deduction is reflected on line 32 of your Form 1040.
After Death, Don't Leave Your Loved Ones This Headache
Thursday, March 02, 2017
This week's Slott Report Mailbag looks into beneficiaries, inherited IRAs, RMDs and annuities.
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.
Age 70 ½ Confusion for Retirement Accounts
Wednesday, February 22, 2017
Required minimum distributions (RMDs) must begin from most of your retirement accounts at age 70 ½. But it is not as easy as just looking at when you are 70 ½.
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