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The Slott Report
How Much Can a Stretch IRA Be Worth?
Wednesday, April 18, 2018
One of the greatest benefits of an IRA is its ability to provide tax-favored wealth for heirs. An IRA left to a beneficiary can be "stretched" to provide pre-tax compound investment returns for the rest of the beneficiary's life -- or even longer. And these can be distributed totally tax free if it is a Roth IRA.
Delaying RMDs From an Employer Plan and IRA Rollovers: Today’s Q&A Mailbag
Friday, December 01, 2017
This week's Slott Report Mailbag answers reader questions about delaying RMDs from an employer plan and IRA rollovers.
RMD Quiz – How Well Do You Know the Rules?
Monday, November 27, 2017
If you have an IRA, you should realize that what goes in must come out. In other words, your tax deferral will not last forever. Eventually, Uncle Sam will want his share. When you reach retirement age, required minimum distributions (RMDs) will kick in. Are you prepared? Take our RMD quiz and see how well you understand the basic RMD rules.
Still-working Exception and RMDs: Today’s Q&A Mailbag
Thursday, November 16, 2017
This week's Slott Report Mailbag looks into the still-working exception and RMDs.
Are You Taking an RMD for the First Time in 2018?
Thursday, November 09, 2017
This week's Slott Report Mailbag examines inherited IRAs and retirees taking RMDs for the first time.
10 Things to Know About the Still-Working Exception
Monday, November 06, 2017
Are you approaching retirement age and not looking forward to being forced to take unwanted required minimum distributions (RMDs) from your retirement account? You may be looking for a way to delay those distributions. You may have heard about the “still-working” exception, which can allow RMDs to be put off. Will this exception help you? Here are 10 things you need to know.
The Rules and Strategies When You Inherit an IRA From Your Spouse: This Week’s Q&A
Thursday, November 02, 2017
This week's Slott Report Mailbag looks into RMDs and spousal IRA beneficiaries.
IRA RMD Basics for the First Year’s Distribution
Wednesday, November 01, 2017
Every year more Baby boomers move toward age 70 ½ and their first required distributions from their retirement accounts. For those boomers born between July 1, 1946 and June 30, 1947, you turned 70 ½ in 2017. You now need to take your first required minimum distribution (RMD) from your IRA accounts. Here are the basics of that first distribution.
RMDs to a Trust Beneficiary of an IRA
Wednesday, October 25, 2017
In the past couple of weeks, I have heard the wrong answer to the question of where required minimum distributions (RMDs) must go to a trust beneficiary from both an advisor and an IRA custodian.
How Familiar Are You with NUA Rules? This Week’s Q&A.
Thursday, October 19, 2017
This week's Slott Report Mailbag examines NUA rules and the "still working" exception.
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