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The Slott Report
State and City-Run IRA Plans Are Not Going Away
Wednesday, May 24, 2017
On April 13, President Trump signed into law legislation that blocked Obama-era Department of Labor (DOL) regulations encouraging the establishment of IRA plans run by cities and municipalities. On May 17, he signed similar legislation applying to state-run IRAs. While these new developments may make the road ahead for both city and state run IRA plans more difficult, these plans are not going away.
DOL Fiduciary Rule to Go into Effect June 9
Tuesday, May 23, 2017
The long-running saga of the Department of Labor (DOL) fiduciary rule took another turn on May 22 when Secretary of Labor Alexander Acosta confirmed that there would be no delay in the June 9, 2017, implementation date. Mr. Acosta said that after careful consideration, there was no legal basis to extend the deadline.
Inherited IRAs and Roth IRA Distributions. This Week’s Q&A Mailbag.
Thursday, May 18, 2017
This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and Roth IRA distributions.
How Your IRA Can Cost You When It Comes to Medicare
Monday, May 15, 2017
You have done the right thing for years. You have diligently saved and accumulated funds in your IRA. At some point, the funds that you have put away for years must come out. Uncle Sam wants his share. When you reach age 70 ½, you must take a required minimum distribution (RMD) for that year and for every year thereafter.
6 Things Every Non-Spouse IRA Beneficiary Needs to Know
Wednesday, May 03, 2017
It is not unusual to inherit an IRA from someone who is not your spouse. Many people inherit an IRA from a parent or a sibling. If this is the case for you, here are six things you will want to know.
What the Trump Tax Plan Means for Your Retirement
Friday, April 28, 2017
On April 26, 2017, the Trump administration released its highly anticipated tax reform plan. The administration said the goals of the plan include growing the economy, creating jobs and simplifying the tax code. The changes proposed are significant and if passed (and that is a big “if”) could have a major impact on your retirement planning.
Did You Have a Loss of Funds in an IRA Thanks to Your Broker’s Illegal Transactions? This Week’s Q&A
Thursday, April 27, 2017
This week's Slott Report Mailbag looks into inherited IRAs, RMDs, illegal trades, and PLRs.
7 Things You Need to Know About the Once-Per-Year Rollover Rule
Monday, April 24, 2017
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.
Last Minute IRA Contribution Advice
Wednesday, April 12, 2017
The 2016 tax-filing deadline is upon us. Are you considering making a 2016 IRA contribution? It’s not too late, but time is quickly running out. Here are some quick words of last minute advice to keep in mind as you make your contribution.
The Consequences of Breaking Rollover Rules
Thursday, April 06, 2017
This week's Slott Report Mailbag looks into IRA rollovers, IRA transfers, and back-door Roth IRAs.
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