Recent Stories From This Author
May 9, 2013
Your IRA Expert answers questions about a potential new cap on IRAs and how to reduce the tax bill of a self-employed person taking distributions from a 401(K).
April 11, 2013
Ed Slott, Your IRA Expert, examines several questions surrounging Roth IRA and tax implications.
April 5, 2013
Your IRA Expert answers the question of how the executor of a will can pay off debt with an inherited IRA.
April 1, 2013
Changes for in-plan conversions are buried deep in the fiscal cliff tax deal. Here's how they may affect your clients.
March 24, 2013
Your IRA Expert answers the question does the new tax law authorize the rollover of after tax 401(k) accounts to a Roth IRA?
March 15, 2013
Your IRA Expert answers the question: how safe are Roth IRAs from some types of government interference?
February 21, 2013
Your IRA Experts answers the question: should a client roll an inherited IRA into a Roth IRA or continue to withdraw the required minimum distributions?
February 14, 2013
Your IRA Expert examines the question: Does an IRA need to be in a fee-based or wrap account?
February 7, 2013
Your IRA Expert answers the question did the 2013 tax law add any income limits to a Roth conversion?
February 5, 2013
Your IRA Expert explains direct rollovers and IRA tax implications.
January 17, 2013
Ed Slott, Your IRA Expert, answers the question: Is it possible to transfer money out of my retirement plan and into an IRA and/or Roth while I am still employed?
January 11, 2013
Ed Slott, Your IRA Expert, examines your IRA and 401(k) issues, including how does the IRS plan to provide relifer from strict Roth conversion deadlines for those impacted by Hurricane Sandy.
January 4, 2013
Ed Slott, Your IRA Expert, examines how the expiration of the Bush tax cuts will impact Roth IRAs.
January 1, 2013
A portion of the health care law could carry some unpleasant surprises for high-income taxpayers.
December 14, 2012
Ask Ed Slott, Your IRA Expert, examines the problems around required minimum distributions and inheriting an IRA.
December 7, 2012
Ask Ed Slott, Your IRA Expert, examines the question, if your client was fired, can they continue to contribute to a Roth IRA?
November 27, 2012
Ed Slott, Your IRA Expert, examines the question of whether or not it is acceptable to convert an IRA to a Roth IRA and leave it to grandchildren, who are minors.
November 16, 2012
Ask Ed Slott, Your IRA Expert, answers your questions about 401(k) and IRAs.
November 8, 2012
Your IRA Expert examines non-spousal benefits and a series of questions on IRA/Roth conversions.
November 6, 2012
Ed Slott, Your IRA Expert, examine minimum distributions, 457(b) plans, and using an IRA as a shelter when filing for a bankruptcy.
