View The Latest Slott Reports
March
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