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RMD

Avoid Penalties and Fees by Learning These Rules: Today’s Q&A Mailbag

This week's Slott Report Mailbag looks into QCDs, RMDs, Rollover IRAs and Recharacterizations.

Want to Donate to Harvey Victims? Consider a QCD

As the flood waters slowly recede in the Houston area, many people are asking themselves how they can help the victims of Hurricane Harvey. For those who have IRAs and are charitably inclined a Qualified Charitable Distribution (QCD) may be one way you can help.

Do You Know What to Do When You Inherit an IRA? This Week’s Q&A.

This week's Slott Report Mailbag looks into QCDs, RMDs and inherited IRAs.

7 Things Your IRA Custodian Won’t Tell You

It is important to know what your IRA custodian will tell you and what they will not or cannot tell you. The I in IRA stands for individual and many times it is up to the individual to know things or keep track of them.

You Must Play by the Rules with RMDs and QCDs: Q&A Mailbag

This week's Slott Report Mailbag examines Roth IRA transfers, QCDs and RMDs.

Is There a Way Around the 10% Early Distribution Penalty? This Week’s Q&A

This week's Slott Report Mailbag looks into the one-rollover-per-year rule, RMDs and the 10% early distribution penalty.

Your NUA and Required Beginning Date Questions Answered: This Week's Q&A

This week's Slott Report Mailbag examines NUA and the required beginning date (RBD) for taking an RMD.

Inheriting an Inherited IRA

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

This week's Slott Report Mailbag looks into SEP-IRAs, 403(b)s and inherited IRAs.

5 Strategies to Reduce RMDs

Nothing lasts forever. This includes tax deferral on your IRAs. Eventually, Uncle Sam is going to want his share and will require funds to come out of these accounts. That is when required minimum distributions (RMDs) must begin. What if you don’t need the money? What if you don’t want a tax hit? Here are five strategies to reduce your RMDs.

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