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AUGUST 2022

8/15/2022 - PLEASE CLICK ON LINK:  YEAR-OF-DEATH RMD


8/11/2022 - PLEASE CLICK ON LINK:  ROTH IRA CONVERSIONS AND ROTH 401(K)-TO-ROTH IRA ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG


8/4/2022 - PLEASE CLICK ON LINK: RMDS & ROTH CONVERSIONS: TODAYS SLOTT REPORT MAILBAG

8/3/2022 - PLEASE CLICK ON LINK: INHERITED IRA Q&A

8/1/2022 - PLEASE CLICK ON LINK: FOUR THINGS TO KNOW ABOUT YOUR PLAN ROLLOVER AND YOUR RMD

July 2022

7/25/2022 - PLEASE CLICK ON LINK DIRECT TRANSFERS, DIRECT ROLLOVERS, AND 60-DAY ROLLOVERS

7/14/2022 - Please click on link SIDESTEPPING THE NEW IRS PRIVATE LETTER RULING FEES

7/1/2022 - Please click on link Death of a Spouse, Death of Dad

June 2022

6/30/2022 - Please click on link IRA BASIS AND ROTH CONVERSIONS IN AN RMD YEAR: TODAY’S SLOTT REPORT MAILBAG

6/27/2022 - Please click on link Too Old to convert? Think Again


6/24/2022 - Please click on link The 5-Year Rule and Multiple Beneficiaries: Today's Slott Report Mailbag

6/23/2022 - Please click on link Senate Committees Take Up Retirement Savings Proposals

6/15/2022 - Please click on link WHEN THE FIVE-YEAR RULE APPLIES

6/10/2022 - Please click on link One Roth IRA Bucket


6/9/2022 - Please click on link HOW THE SECURE ACT RMD RULES AND THE 5-YEAR HOLDING PERIOD WORK FOR INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG

6/7/2022 - Please click on link Ways an Excess IRA Contribution Can Happen

6/6/2022 - Please click on link 2022 RMDs and the Required Beginning Date: Today's Slott Report Mailbag

May 2022

5/25/2022 JOE & LUCY – DIFFERENT RULES WITHIN THE 10-YEAR PERIOD

5/20/2022 THE RULE-OF-55 AND RMD CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG

5/14/2022 Qualified Charitable Distributions & Spousal Beneficiaries: Today's Slott Report Mailbag

5/11/2022 How Your IRA Can Help if You Are a First-Time Home Buyer

5/9/2022 REQUIRED MINIMUM DISTRIBUTIONS (RMDS): TODAY'S SLOTT REPORT MAILBAG

5/2/2022 INVESTING YOUR IRA IN CRYPTO

April 2022

4/26/2022 First Dollars Out Rule and the Still-Working Exception

4/21/2022 401(k) PARTIAL ROTH CONVERSIONS AND USING QCDs TO OFFSET RMDs: Today's Slott Report Mailbag

4/18/2022 Take Advantage of Catch-Up Contributions!

4/11/2022 5 Takeaways from the New SECURE Act Regulations

 

4/7/2022 Inherited IRAs and SEP Accounts: Today's Slott Report Mailbag

4/4/22 “Missed” 2021 RMD Within the 10-Year Rule? Our Advice on How to Proceed

March 2022

3/31/22 ONCE-PER-YEAR ROLLOVER RULE AND INCOME FOR ROTH IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG

3/30/22 $1,512,350 is the New $1,362,800

3/24/22 SUCCESSOR BENEFICIARIES – “YOU HAVE GOT TO BE KIDDING ME”








3/17/22 Contributions and Rollovers: Today's Slott Report Mailbag

3/15/2022 “MONITORING CONCURRENT LIFE EXPECTANCIES?” - SMH


3/9/2022 SECURE ACT REGS BRING NEW ROTH IRA ADVANTAGE

3/7/2022 THE MOST CONTROVERSIAL PART OF THE NEW IRS REGULATIONS

3/2/2022 Age of Majority and the new Secure Act Regulations

3/1/2022 SECURE Act Regulations Are Here

February 2022

2/24/2022 Roth Conversions and Spousal IRAs: Today's Slott Report Mailbag | Ed Slott and Company, LLC (irahelp.com)

2/14/2022How Does the IRS Compensation Limit Work?

2/10/2022Roth Conversions & RMDs: Today's Slott Report Mailbag

January 2022

1/31/2022 ROLLOVER TRIVIA: 5 Q&AS

 

1/26/2022 ROLLING OVER LAST YEAR’S IRA DISTRIBUTION


1/20/2022QCDs and RMD Requirements of Inherited IRAs: Today's Slott Report Mailbag

1/19/2022 One IRA Rollover Per Year - Based on Distributions

1/17/2022What to Do if You Missed Your 2021 RMD

1/12/2022Is it Too Late to Open Up a Small Business Retirement Plan for 2021?

1/6/2022 10-YEAR PAYMENT RULE AND 2022 POST-DEATH REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG

December 2021

12/23/2021 HEALTH SAVINGS ACCOUNTS AND THE YEAR-OF-DEATH RMD: TODAY'S SLOTT REPORT MAILBAG

12/20/2021 A LOOK BACK ON "NORMAL" 2021

12/9/2021 INHERITED IRAS AND SPOUSAL ROLLOVERS: TODAY'S SLOTT REPORT MAILBAG

12/8/2021 EXCEPTIONS TO THE PRO-RATA RULE – WAYS TO “ISOLATE BASIS”

12/6/2021 Proceed with Caution When Investing Your IRA in Gold

12/2/21 The Slott Mailbag 401(k) Plan Rules and Special Needs Trusts: Today's Slott Report Mailbag

November 2021

11/22/21 - 12/31/21 Deadline May Loom for Starting New Solo 401(k) Plan

11/18/021 RMD Rules And Roth Conversions: Today's Slott Report Mailbag

11/8/2021 Clarifying Some Roth Conversion Misconceptions

October 2021

10/25/2021Retirement Planning for the Self Employed


10/21/202172(t) Payments and Inherited IRAs: Today's Slott Report Mailbag

10/15/2021First-Year RMDs and IRA Surviving Spouse Options – Today’s Slott Report Mailbag

10/14/2021 Time to Simplify Your Retirement

10/4/2021 What the New Tax Proposals Mean for Roth Conversions

September 2021

9/30/2021 INHERITED IRAS AND 2021 RMDS: TODAY'S SLOTT REPORT MAILBAG

9/27/2021 CHECKING I.D.’S AT THE DOOR – KEY RETIREMENT ACCOUNT AGES AND RULES

9/15/2021 Retirement Account Relief For Disaster Victims

9/8/2021 How do Revocation-on-Divorce Laws Work with ERISA Plans? 

9/2/2021 Qualified Charitable Distributions and the "Mega" QCD Strategy: Today's Slott Report Mailbag

August 2021

8/27/2021 The Slott Mailbag

 8/19/2021 10 THINGS TO KNOW ABOUT ESAS

 8/11/2021 Update Your Beneficiary Forms!

  8/2/2021 The Roth 5-Year Clock: Not Always the Full Five Years

July 2021

 7/22/2021IRA Beneficiaries and Inherited IRAs: Today's Slott Report Mailbag

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

1/13/2021 The Answer to this Question on Eligible Designated Beneficiaries Under the SECURE Act May Surprise You

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