Part 2: Who Should NOT Convert to a Roth IRA?
Part 2: Who Should NOT Convert to a Roth IRA? In our August 31, 2026, Slott Report entry, we offered […]
Category: IRA
Part 1: Who Should Convert to a Roth IRA?
Part 1: Who Should Convert to a Roth IRA? Converting a traditional IRA to a Roth IRA (or converting a […]
Creditor Protection for your retirement accounts
Creditor Protection for Your Retirement Accounts How well are your retirement plan account funds protected from creditors? The answer depends […]
Is my Spirit Airlines 401(k) safe, and what should I do now that this permanent ground stop forced me to make an emergency retirement landing?
Is my Spirit Airlines 401(k) safe, and what should I do now that this permanent ground stop forced me to […]
5 Ways to Spring-Clean Your IRA
Spring is here! Now is the time when many people spring-clean their homes. It is an opportunity to get organized, […]
Moving the Clocks Ahead and Reviewing the Roth IRA 5-Year Clocks
A few Saturdays ago, many of us moved our clocks one hour ahead to usher in Daylight Saving Time. Adjusting […]
5 Reasons to Roll Over Your Retirement Funds to an IRA
In these turbulent economic times, the headlines are full of news about layoffs. With job loss can come questions about […]
Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules
One of the most common retirement account transactions – rolling over Roth 401(k) funds to Roth IRAs – is also […]
How Your RMD Statement Can Help You
The rules for required minimum distributions (RMDs) can be complicated and, under the law, the responsibility to get it right […]
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 […]
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 […]