The Slott Report | Ed Slott and Company, LLC

The Slott Report

Year-End RMD Reminders

Time is running out to take required minimum distributions (RMDs) due for this year. Many companies have cut-off dates for distributions, so if you have not yet taken your RMD you need to act now. The penalty for not taking a distribution is 50% of the amount not taken. It must be reported on Form 5329 and if it is not reported, the statute of limitations does not start to run. Following are answers to questions that come up frequently at this time of year.

Roth Conversion Options, Spousal Rollover Questions Highlight Mailbag

This week's Slott Report Mailbag includes questions on Roth conversion options from a company plan, spousal rollovers, and Roth recharacterizations.

More Behind the Scenes of Ed Slott's Retirement Rescue!

Here is another video taking you behind the scenes at Ed Slott's NEW upcoming Public Television Special, Ed Slott's Retirement Rescue! This video takes you into the control room during the taping at WMHT in Albany, New York.

Behind the Scenes of Ed Slott's Retirement Rescue! in Albany, New York

This video takes you behind the scenes of Ed Slott's Retirement Rescue!, his NEW upcoming Public Television Special. The special was taped on Tuesday, December 12th at WMHT studios in Albany, New York.

QCD (Qualified Charitable Distribution) Rules

QCDs – Qualified Charitable Distributions – are a means of transferring IRA assets to a charity. The transfer is not taxable to the account owner and a charitable deduction cannot be taken. These are the basic rules for a QCD follow.

10 Things You Probably Didn't Know About Retirement Plans (2 of 2)

Last week we presented Part I of “10 Things You Probably Didn’t Know About Retirement Plans,” which we hope you found helpful. Here is the conclusion.

Medicare Part B Premiums, RMDs, 60-Day Rollover Window Highlight Mailbag

This week's Slott Report Mailbag includes questions on Medicare Part B premiums, required minimum distributions and the 60-day rollover window.

10 Questions to Ask YOUR Financial Advisor

As is our custom at the end of each year, here are 10 questions you MUST ask your financial advisor. This list is a great starting point when questioning your financial advisor (remember, he or she works for you!).

10 Things You Probably Didn't Know About Retirement Plans (1 of 2)

This is the first piece of a two-part article delving into 10 things you probably didn’t know about retirement plans. While many of the rules applicable to retirement plans are easy to remember, there are some important ones that are not always at the forefront of your thought process, and may impact your financial well-being. We present some of those here, and will follow up with others next we

2012 Retirement Plan Cost-of-Living Increases

The Internal Revenue Code sets dollar limitations on benefits and contributions applicable to qualified retirement plans and IRAs. Many limitations will change since the Consumer Price Index (CPI) increase met the statutory threshold that triggers their upward adjustment. Listed below are a few of the items that are scheduled to increase in 2012.

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