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The Slott Report
The Tax-Filing Deadline is Almost Here – Is Your IRA Ready?
Monday, April 16, 2018
The countdown to the 2017 tax filing deadline is on. The deadline is April 17, 2018, which is really only hours away. Time is running out. Is your IRA ready?
Roth IRAs, Earned Income, and Stretch IRAs: Today’s Q&A Mailbag
Thursday, April 05, 2018
This week's Slott Report Mailbag answers readers' questions about Roth IRAs, earned income, and stretch IRAs.
Using Your IRA for a Short-Term Loan
Monday, April 02, 2018
For many Americans, their IRA is their largest asset. It is not surprising then that in times of financial trouble, they may want to turn to their IRA as quick source of cash. If this is your situation and you are thinking about using your IRA for a short-term loan, here is what you need to know.
Are You in the IRA Sweet Spot?
Monday, March 19, 2018
If you have an IRA, you need to know about the “sweet spot.” What is the IRA sweet spot? Well, that is when you are between ages 59½ and 70½.
This Week's Q&A Mailbag: Roth IRA Contributions and Distributions
Friday, March 09, 2018
This week's Q&A Mailbag answers reader questions on Roth IRA contributions and distributions.
5 Roth IRA Facts That May Surprise You
Monday, March 05, 2018
Do you think you understand all the rules that govern your Roth IRA? Not so fast! There are many misconceptions as to how these complicated accounts work. Here are 5 Roth IRA facts that might surprise you.
Is 2018 the Year for Your Roth IRA Conversion?
Monday, February 19, 2018
Roth IRAs have been around for 20 years now. Lots of taxpayers have taken advantage of the tax-free benefits of these accounts by converting their traditional IRAs or employer plans to Roth IRAs. But many have hesitated. Maybe you are among those who held back. The year 2018 may be the year to change your mind.
This Week's Q&A Mailbag: Two RMD Questions
Thursday, February 08, 2018
This week's Q&A mailbag answers two reader questions about RMDs.
What Tax Reforms Means for Your "Back-Door" Roth IRA Conversion
Monday, February 05, 2018
You may be interested in contributing to a Roth IRA but think your income is too high. You are probably aware that there are income limits that apply to Roth IRA contributions. For 2018, if you are married, your ability to make Roth IRA contributions phases out when your Modified Adjusted Gross Income (MAGI) is between $189,000 - $199,000 and between $120,000 - $ 135,000 if you are single. Are you out of luck if you are a high earner? The answer is "no" and tax reform makes this clearer than ever.
Tax Reform and Your IRA – 5 Things You Need to Know
Monday, January 22, 2018
The Tax Cuts and Jobs Act made sweeping changes to the tax laws. Brackets have been changed, deductions have been eliminated, and retirement plans have been affected. You may be wondering what the new law means for your IRA. Here are 5 things you need to know.
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