rollover | Ed Slott and Company, LLC


Three Ways to Decimate a Retirement Account in a Flash

If you want to move your retirement account from one institution to another, you can do it one of two ways; directly or indirectly. Moving your account directly is the preferred way because it avoids a lot of headaches, but for various reasons, sometimes people choose to use the indirect method.

The Consequences of Breaking Rollover Rules

This week's Slott Report Mailbag looks into IRA rollovers, IRA transfers, and back-door Roth IRAs.

An IRA Rollover Quiz

Most people think it is easy to move their retirement assets. But is it? The following is a quick quiz. How many of these rollover questions can you get correct? The answers are at the end of the quiz.

7 IRA Questions to Ask Before You File Your Return

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.

Sending Out an SOS for Those Taking RMDs and Inheriting IRAs

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

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.

Imperative Q&A's involving Transfers, Rollovers, and Beneficiaries

This week's Slott Report Mailbag looks into indirect and direct transfers, 60-day rollovers, trusts as a beneficiary, and 403(b)'s.

7 Resolutions for Your IRA for 2017

A new year brings a fresh start and a chance to do things better. You probably have a few resolutions for 2017. You may be planning to eat healthier, get more exercise, or stick to a budget. As you are making your resolutions for the new year, don’t overlook your IRA. Here are a few suggestions for 2017.

The Continued Battles with Inherited IRAs, PSPs, and Rollovers

This week's Slott Report Mailbag looks into Inherited IRAs, Defined Contribution Profit Sharing Plans, and Roth 401K rollovers.

Rollover Relief Will Come with IRS Scrutiny in 2017

This past summer the IRS had good news for those who missed the deadline for a 60-day retirement account rollover. The IRS will allow your late rollover to be accepted if you provide the receiving financial institution with a “self-certification.” The new relief procedure applies to 60-day rollovers from both company plans and IRAs. The IRS even provides a model letter that can be used. Self-certification is an immediate and cost-free fix for a missed rollover deadline. This new tool can potentially save you from taxes, penalties, and even the loss of your retirement savings.

Find members of Ed Slott's Elite IRA Advisor GroupSM in your area.
We neither keep nor share your information entered on this form.

I agree to the terms and services:

You may review the terms and conditions here.