View The Latest Slott Reports

July 2021

7/14/2021 How do the RMD Rules Work When a Pension Plan Lump Sum is Paid

7/7/2021 The Pro-Rata Rule and IRA Beneficiaries- Today's Slott Report Mailbag

7/1/2021The “Mega QCD” Offers a Way Around the Qualified Charitable Distribution Restrictions for 2021

June 2021

6/25/2021 THE ONCE-PER-YEAR ROLLOVER RULE AND THE ROTH IRA 5-YEAR WAITING PERIOD: TODAY’S SLOTT REPORT MAILBAG

6/15/2021 MARRIAGE HAS ITS BENEFITS - 4 IRA RULES SAME-SEX COUPLES SHOULD KNOW

6/8/2021 10-Year Rule: Beneficiary Planning “Loophole” Closed

6/4/2021 ROTH CONVERSIONS & 401(K) RMDS: TODAY’S SLOTT REPORT MAILBAG

May 2021

5/26/2021 NON-SPOUSE BENEFICIARIES AND CALCULATING YOUR RMD: TODAY'S SLOTT REPORT MAILBAG

 5/19/2021 SPECIAL RULES FOR SPOUSE IRA BENEFICIARIES

5/13/2021 SPOUSAL ROLLOVERS AND SUCCESSOR BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG

5/5/2021 How Are DB Plan Benefits Taxed?

April 2021

4/19/2021 Making a 2020 Roth IRA Contribution

4/14/2021 IRS Surprises With Apparent Explanation Of The SECURE ACT 10-Year Rule

4/8/2021 Who Must Take the Year-of-Death RMD

March 2021

3/31/2021 2020 IRA Contribution Deadline Extended to May 17

3/25/2021 Eight Differences Between DC and DB Plans

3/18/2021 How To Calculate Your 2021 RMD

3/11/2021 House Rules

3/5/21  Rollovers From a Company Plan & Inherited IRAs: Today's Slott Report Mailbag

February 2021

2/17/21  Transferring a Roth IRA After Divorce- 3 Logical Considerations

2/10/2021 What Happens If I Terminate Employment Unpaid 401k Loan

January 2021

1/6/2021 The “Look Back” – Considering a Tax Year in its Entirety

December 2020

12/18/2020: Slott Report Mailbag: Roth IRA Recharacterizations and CARES Act distributions 

12/07/2020: Dubious Multi-Layered CRD Tax Strategy

November 2020

11/25/2020: Back To The Right Side Up

October 2020

10/19/2020: Don't Overlook After-Tax Plan Contributions!

September 2020

9/24/2020: Inherited IRAs and the 10-Year Rule: Today's Slott Report Mailbag

August 2020

8/19/2020: "Dollar Cost Average" Your Roth Conversion

July 2020

7/27/2020: Tax Rules for Roth 401(k) Distributions

October 2019

10/14/2019: Three Things to Know About the Year of Death RMD
10/7/2019: Retroactive

September 2019

9/26/2019: IRA Rollovers and Required Minimum Distributions: Today's Slott Report Mailbag
9/23/2019: Exceptions to the 10% Penalty for Both IRAs and Company Plans

August 2019

8/12/2019: 7 Common Questions on the Secure Act
8/7: Lessening the Hardship
8/1/2019: The Secure Act & IRA Distributions: Today's Slott Report Mailbag