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The 5-Year Rule and Multiple Beneficiaries: Today's Slott Report Mailbag
By Andy Ives, CFP®, AIF®IRA AnalystFollow Us on Twitter: @theslottreportQuestion:Hi Ed,I’m 66 Years old. Less than a year ago I converted into my Roth from my traditional IRA with the intention of parking it...
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Estate Management Checklist
Do you have a will?A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children.Do you have healthcare documents in place?Healthcare documents...
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IRA Withdrawals that Escape the 10% Tax Penalty
The reason withdrawals from an Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive to use these savings for anything...
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Ed Slott's Elite IRA Advisor Group℠ Topics of Conversation - Kansas City
This content originally appeared on irahelp.com Copyright © 2022, Ed Slott and Company, LLC Reprinted from The Slott Report, Monday, May 16, 2022, with permission. Original URL. Ed Slott and Company, LLC takes no...
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401(K) Partial Roth Conversions and Using QCDS to Offset RMDS
This content originally appeared on irahelp.com Copyright © 2022, Ed Slott and Company, LLC Reprinted from The Slott Report, Thursday, April 21, 2022, with permission. Original URL. Ed Slott and Company, LLC takes no...
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"Monitoring Concurrent Life Expectancies?" - SMH
The IRS does its best to ensure no loopholes exist for bad actors to circumvent tax laws to avoid paying their fair share. However, when it comes to some of the guidance in the recently released SECURE Act regulations...
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