The Slott Report | Ed Slott and Company, LLC

The Slott Report

Video: Year-End Retirement Planning Strategies

Ed Slott and Company IRA Technical Consultant Jeffrey Levine talks about very popular and important year-end retirement planning strategies in this video.

Inflation: The Silent Retirement Killer

We have written many times on the subject of annually funding retirement vehicles such as 401(k) plans and IRAs so you will have enough money to enjoy a financially secure retirement. The earlier you start contributing to your retirement accounts, the more you will have when you actually reach retirement age.

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!).

Find members of Ed Slott's Elite IRA Advisor GroupSM in your area.
We neither keep nor share your information entered on this form.

I agree to the terms and services:

You may review the terms and conditions here.