Mr. T: “I Pity The Fool Who Misses Their RMD”
Laurence Tureaud, born May 21, 1952, is better known as Mr. T. He is an actor and a retired professional […]
Category: IRA
When You Should Name A Trust As IRA Beneficiary
Here at the Slott Report we hear many stories about trusts being named as IRA beneficiaries and the problems that follow. Often, […]
Check both boxes for Tax-Free Roth IRA Earnings
Roth IRAs follow strict distribution ordering rules. Contributions come out first, then converted dollars, and then earnings. It does not […]
Higher IRA Federal Bankruptcy IRA Protection Limit Became Effective on April 1
When you file for bankruptcy, one thing you usually don’t have to worry about is protecting your IRA funds from […]
IRA Trivia: Missed RMD or Excess Contribution
Here is an all-too-common situation that seems counterintuitive: A participant in a 401(k) retires and must take his required minimum […]
How Roth IRA Distributions Are Taxed
Do you have a Roth IRA? If you do, there will very likely come a time when you want to take […]
Thinking About Making an IRA Contribution? Here are 10 Things You Need to Know
Tax season is upon us! This is the time of year when many people consider making a contribution to an […]
Solving the Future Income Dilemma for the Single Woman
Solving the Future Income Dilemma for the Single Woman Single women face many challenges, including planning for their future income […]
One Roth IRA Rule Congress Should Do Away With Now
Today is Inauguration Day. A new administration has arrived. We also have a new Congress. With the arrival of newly […]
What’s New in 2025
When the ball dropped in Times Square on New Year’s Eve, a number of new retirement account provisions became effective. […]
4 Things to Know About Rollovers Between Calendar Years
The IRA rollover rules are always tricky. However, if you are rolling over an IRA distribution when the calendar […]
Top 10 Things You Need to Know about the New SECURE Act and Your Retirement Account
Top 10 Things You Need to Know about the New SECURE Act and Your Retirement Account On December 20, 2019, […]