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How a Roth 401(k) is Different than a Roth IRA

Roth 401(k)s and Roth IRAs have a lot in common. Both offer the ability to make after-tax contributions now in exchange for tax-free earnings down the road if the rules are followed. However, there are some important differences between the two plans that you will want to understand.

The Ultimate Rainy Day Fund; The Roth IRA

A recent Pew Charitable Trusts study released in March came to the scary conclusion that roughly one-third of Americans would have trouble coming up with $2,000 in the event of an emergency. Clearly, this is a problem. Try as one might, emergencies are bound to happen from time to time. Some of them may not have an impact on your finances, but many emergencies will. With that in mind, let’s talk for a moment about the ultimate emergency fund, the Roth IRA.

6 Tips for Making Your 2016 Roth IRA Contribution

Tax season is well underway. This is the time when you may be considering contributing to a retirement account. You may be interested in the Roth IRA, which offers the promise of tax-free withdrawals in retirement if you follow the rules. If you are deciding whether a 2016 Roth IRA contribution is the right move for you, here are 6 tips to keep in mind.

QCD – Tell Your CPA About It

Did you or your client do a QCD (Qualified Charitable Distribution) last year? Make sure the tax preparer knows about it.

Over 59 1/2? You Must Know these Roth IRA and 401K Answers

This week's Slott Report Mailbag looks into Roth IRAs, 401Ks, contributions, tax-free options, and more.

Will HSAs Make America Great Again?

Healthcare is in the news. Talk of the repeal of the Affordable Care Act is everywhere. There is also much speculation about what could follow and what would replace it. At this point, no one really knows for sure. However, there is some basis for believing that Health Savings Accounts (HSAs) may play an important role in whatever comes next for this country’s healthcare system.

Q&A: Significant Concerns with Inherited IRAs, International Beneficiaries & More

This week's Slott Report Mailbag looks international beneficiary IRAs, tax free IRA withdrawals, and inherited IRAs.

5 QCD Rules You Must Know

A Qualified Charitable Distribution (QCD) is way for you to move funds out of your IRA to a qualifying charity income tax free. Time is running out if you are interested doing a QCD for 2016. The rapidly-approaching deadline for a QCD for this year is December 31, 2016. If you are thinking this might be a good strategy for you for 2016, here are 5 rules you must know.

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