IRA Blog
TURNING BACK THE CLOCKS AND REVISITING THE ROTH IRA FIVE-YEAR CLOCKS
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport A few weeks ago, many of us were required to turn back our clocks one hour and say goodbye to daylight...
4 IRA TAX BREAKS FOR WHICH WE GIVE THANKS IN 2023
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Thanksgiving is almost here! This is a time for us to gather together and express...
STILL-TIME-LEFT TO-DO LIST
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Year-end to-do lists are commonplace. The problem is, they always seem to get published in...
FORMER BALTIMORE TOP PROSECUTOR CONVICTED OF LYING ON CORONAVIRUS WITHDRAWAL APPLICATION
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Remember coronavirus-related distributions, or “CRDs”? Passed as part of the CARES Act in March 2020, CRDs...
RMDS WHEN YOUR IRA INVESTMENTS ARE NOT LIQUID
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport You may have noticed grocery stores stocking up for Thanksgiving, and festive...
THE FIVE-YEAR RULE AND RMDS: TODAY’S SLOTT REPORT MAIBAG
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: In 2020 and 2021, when I was over 65 years old, I converted some of my...
ONE BENEFICIARY, THREE IRAS, THREE DIFFERENT PAYOUT RULES
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport An advisor called and said his 75-year-old client had just passed away. He had questions about the...
SECURE 2.0’S BIGGEST MESS
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Of the 92 provisions in the SECURE 2.0 legislation, signed into law last December, by far the most...
THE PRO-RATA RULE AND MINOR IRA BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: Dear Mr. Slott, I made $40,000 additional non-deductible (after taxes) contributions to...