View The Latest Slott Reports
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
3/30/22 $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
2/14/2022How 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?
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?
August 2021
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
6/15/2021 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
3/5/21 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