The Slott Report | Ed Slott and Company, LLC

The Slott Report

Health Care Taxes, NUA, Inherited IRAs and RMDs Highlight Mailbag

Ed Slott Answers on Retirement Planning and IRAs
The Slott Report Mailbag was full of questions that will keep us busy through the summer! This week we answered a pressing question on taxes relating to President Obama's Health Care Law, Net Unrealized Appreciation (NUA) strategies, inherited IRAs and required minimum distributions.

IRAtv: 2013 Tax and Revenue Raising Provisions

Ed Slott and Company IRA Technical Consultant Jeffrey Levine details three main 2013 tax and revenue raising provisions to keep your eye on and plan for as summer flies by (we are nearly three-fourths of the way through the calendar year!) One of those provisions is a surtax on net investment income brought on by President Obama's health care law.

FREE Money: Matching Contributions in Employer Retirement Plans

Employer retirement plans such as 401(k)s and SIMPLE IRA plans offer a matching contribution to employees who choose to contribute. These plans provide that your employer will match some portion of the amount you contribute to your retirement account.

Ed Slott, National IRA Expert, To Be Featured on National Retirement Website

Ed Slott, named “The Best Source for IRA Advice” by The Wall Street Journal, is now a featured blogger for the national website, and its popular blog ( Based in Ashland, Oregon and launched earlier this year, the fast-growing website and blog were created to serve the needs of 79 million baby-boomers exploring ways to live a successful retirement.

IRAs are Not Transferable During Your Lifetime

Can you put your IRA into your trust? NO Can you transfer it to your spouse? NO. We explain why below.

Inherited IRAs and Required Minimum Distributions Highlight Mailbag

This week's Slott Report Mailbag delves into inherited IRA questions as well as a common situation involving required minimum distributions at age 70 ½. Click to read a Q&A with our IRA Technical Consultants.

July 4th: Your Independence From Taxes

Ed Slott, America's IRA Expert, talks about halftime in 2012 and the upcoming July 4th holiday as a backdrop for moving more of your money from FOREVER taxed to NEVER taxed while tax rates are at historic lows. Ed provides some key 2012 retirement planning strategies, including Roth IRAs and Roth 401(k)s

Where Do After-Tax IRA Contributions Go On Your Tax Return?

You made after tax-contributions to your IRA. How does IRS know that you have after-tax money in your IRA? We explain below.

What the Supreme Court Ruling on Health Care Law Means For YOUR Taxes

The Supreme Court upheld President Barack Obama's 2010 Health Care Law, the Affordable Care Act, with a 5-4 "up" vote on its constitutionality based on Congress' taxing power. Regardless of your politics, with the Supreme Court's decision, there is more certainty that health care taxes, what we call the health care surtax, will take hold on high-income earners in 2013. Ed Slott outlines what the Supreme Court ruling means for YOUR taxes and retirement planning situation in this IRAtv video below:

Inherited IRA Rules, Pro-Rata Tax Rule Highlight Mailbag

This week's Slott Report Mailbag includes your questions (and our answers) on inherited IRA distributions, SEP IRAs and the pro-rata tax rule

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