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roth conversions

Charity as the Beneficiary and Roth Conversion Penalties: Today’s Q&A Mailbag

This week's Slott Report Mailbag answers readers' questions about leaving money to charities and Roth conversion penalties.

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.

The Tax Cuts and Jobs Act: Today’s Q&A Mailbag

This week's Slott Report Mailbag answers readers' questions about changes in QCDs, Roth Recharacterization, Roth conversions, and NUA stemming from the Tax Cuts and Jobs Act.

The 10% Penalty and Converted Funds - Five Things You Need to Know

The Roth IRA rules can be complicated. One area that is especially complex is understanding how the 10% penalty applies to converted Roth IRA funds. Here are five things you need to know if you already have converted funds in your Roth IRA or if you are just trying to decide whether Roth conversion is the right strategy for you.

This Week’s Q&A: Is Roth Conversion Right for Everyone?

This week's Slott Report Mailbag looks at converting a traditional IRA to a Roth IRA, as well as making Roth contributions in the year of retirement.

7 Things You Need to Know About the Once-Per-Year Rollover Rule

In 2014, the Tax Court in the Bobrow case ruled that the once-per-year rollover rule applies to all of an individual’s IRAs, not to each of their IRA accounts separately. The Court’s surprising ruling conflicted with a long-standing IRS position in earlier editions of IRS Publication 590 and in private letter rulings. Several years have now passed since this ruling, but there is still a lot of confusion out there about the stricter interpretation of the once-per-year rule. Here are 7 things you need to know to know about this rule that has tripped up many taxpayers.

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