View The Latest Slott Reports
January 2022
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