Recent Stories From This Author
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).
Ed Slott, Your IRA Expert, examines several questions surrounging Roth IRA and tax implications.
Your IRA Expert answers the question of how the executor of a will can pay off debt with an inherited IRA.
Changes for in-plan conversions are buried deep in the fiscal cliff tax deal. Here's how they may affect your clients.
Your IRA Expert answers the question does the new tax law authorize the rollover of after tax 401(k) accounts to a Roth IRA?
Your IRA Expert answers the question: how safe are Roth IRAs from some types of government interference?
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?
Your IRA Expert examines the question: Does an IRA need to be in a fee-based or wrap account?
Your IRA Expert answers the question did the 2013 tax law add any income limits to a Roth conversion?
Your IRA Expert explains direct rollovers and IRA tax implications.
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?
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.
Ed Slott, Your IRA Expert, examines how the expiration of the Bush tax cuts will impact Roth IRAs.
A portion of the health care law could carry some unpleasant surprises for high-income taxpayers.
Ask Ed Slott, Your IRA Expert, examines the problems around required minimum distributions and inheriting an IRA.
Ask Ed Slott, Your IRA Expert, examines the question, if your client was fired, can they continue to contribute to a Roth IRA?
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.
Ask Ed Slott, Your IRA Expert, answers your questions about 401(k) and IRAs.
Your IRA Expert examines non-spousal benefits and a series of questions on IRA/Roth conversions.
Ed Slott, Your IRA Expert, examine minimum distributions, 457(b) plans, and using an IRA as a shelter when filing for a bankruptcy.