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The Slott Report

Indexing Capital Gains is Proposed – But what about retirement accounts?

Retirement savers have also seen the purchasing power of their savings reduced by inflation

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The Cost of Medicare Premiums and Your IRA

IRA distributions and Roth IRA conversions can affect the size the Medicare premiums you pay. Here's how, and what to do about it.

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The Pro-Rata Formula and Inherited IRAs

Do you have after-tax dollars in your IRA? This could be from making nondeductible contributions to your IRA or rolling over after-tax funds from your company plan to your IRA. If so, you will want to know about the pro-rata rule.

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Roth Conversions and QCDs: Today's Q&A Mailbag

Question: My wife and I could not open Roth IRA accounts in the past because our combined household earned income was always above the allowable exclusion limits. I recently retired in June of 2017 at the age of 63 and my wife being 10 years younger will continue to work presumably for the next 10 years.

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Close Isn’t Good Enough Under the Tax Code

There’s an old saying that being close only counts in horseshoes and hand grenades. Such is the case with the U.S. Tax Code. In this arena, deadlines and timing really matter. Trying to do a 60-day rollover 61 days after the actual receipt of withdrawn funds doesn’t work.

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7 Ways an Excess IRA Contribution Can Happen to You

Not all contributions to IRAs belong there. When a contribution is not permitted in an IRA it is an excess contribution and needs to be fixed.

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Transfers and Withdrawals from an IRA: Today's Slott Report Mailbag

Hi, I have a friend, 45 years old, who has both an individual Roth IRA and an individual rollover IRA. The Roth is over 5 years old. He would like to know if he can use either to pay off a debt he incurred several years ago.

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Can You Contribute to a Roth IRA?

Contributing to a Roth IRA is generally considered to be a good idea. But not everyone is eligible to make an annual contribution. We have seen several cases recently of individuals who contributed for many years until they discovered they were not eligible to make any Roth contributions. Here is what you need to know.

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Can You Lose an IRA to Medicaid?

As Americans live longer, more are eventually coming to need long-term nursing home care. The cost of this can be devastating to a family. Nursing home care now costs an average of over $85,000 per year, and much more than that in some parts of the country.

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Trustee-to-Trustee transfers and RMDS: Today's Slott Report Mailbag

Question: Can you do trustee-to-trustee transfer from an Annuity Trad IRA to Mutual Fund Trad IRA?

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