Skip to main content
Ed Slott and Company, LLC
2-Day IRA Workshop
Elite IRA Advisor Group
Corporate and Consumer Training
IRA Leadership Program
Professional Speaking Events
Ask Ed to Speak
Recommend That Your Advisor Train With Us
Elite IRA Advisor Group
Find An Advisor
Elite IRA Advisor Group For Consumers
Elite and Master Elite IRA Advisor Workshop
Ed Slott's 2-Day IRA Workshop
Online Advertising Options
Find an Advisor
IRA and Tax Tables
In The News
About Ed Slott
IRA Technical Experts
Marketing and Communications
You are here
The Slott Report
The Slott Report
Final Four of Irrevocable IRA Rollover Mistakes
Monday, March 28, 2011
March Madness is upon us and we are down to the Final Four. No, we're not talking about college basketball here… we're talking rollover mistakes. The following is our Final Four list of irrevocable rollover mistakes.
What Happens If You Did Not Take Your 2010 Required Minimum Distribution (RMD)?
Wednesday, March 23, 2011
This is the time of the year when missed required distributions (RMDs) for the prior year surface. Do you know what needs to be done to correct the situation?
Reporting Roth IRA Conversions with Form 8606
Tuesday, March 22, 2011
Ed Slott has talked about "Reporting Roth IRA conversions" in all of his seminars, and The Slott Report has touched on the subject in multiple entries over the last few weeks. Ed wrote a March 20th article for Investment News about the avalanche of questions about to come in (if they haven't already) on Form 8606. It has been around for years--but it will never be as popular as this year because of two key tax law changes in 2010.
See-Through Trusts: Are you an IRA Expert?
Monday, March 21, 2011
Welcome to this month’s installment of Are You an IRA Expert? Always thought you knew more than the next guy about IRAs and retirement accounts? Well now’s your chance to prove it. Below are three questions, ranging from beginner to expert. Test your IRA skills by trying to get all three right!
Many Not Saving Enough; Roth IRAs Great for College
Friday, March 04, 2011
Two information-packed articles on "saving" came out today, and they are very beneficial to your retirement planning and IRA planning in general. Click to read more about "Roth IRA: A Great Way to Save for College" and "Many not saving enough for golden years."
Non-Deductible IRA Contributions and Bad Financial Advice Highlight Mailbag
Thursday, March 03, 2011
Horror stories are tough to hear. Below we share a story from someone given poor advice by his financial advisor. We also answer two other questions in this week's installment of The Slott Report Mailbag.
Do You Have a Required Minimum Distribution in 2011?
Wednesday, March 02, 2011
Do you have a Required Minimum Distribution in 2011? These questions come up at the beginning of each year. When do I have to take my first distribution? What age do I use? Do I have to wait until I actually turn 70 ½? Click to read the answers to these questions.
Morningstar.com: IRA Interview Videos with Ed Slott
Wednesday, February 16, 2011
As part of Morningstar.com's IRA Improvement Week, Ed Slott talked to Christine Benz about the pressing IRA issues facing YOU on a daily basis. Below is the interview broken down into 4 separate videos.
Bank of America: Roth Conversions Spike in December 2010
Friday, February 04, 2011
An interesting article from TheStreet (
) talked about a review of Bank of America's year-end business in Roth IRA conversions. Click to read the findings from this article.
Divorce and Retirement Accounts - Question of the Month
Monday, January 31, 2011
Divorce can often take an emotional and financial toll on a family. But far too often, the financial toll is made worse by poor decision making, foolish actions or simply, just poor advice. Below is a brief overview of the procedures that should generally be followed when splitting retirement accounts pursuant to a divorce so that you can avoid many of the common mistakes.
Click here to read The Slott Report’s usage and copyright guidelines.
Username or e-mail
I need help logging in
No Account Yet?
Create one here and receive free IRA updates
Receive Articles Straight to Your Email
About The Slott Report
Become a Guest Contributor
Tweets by @theslottreport