Financial Planning

BlogsAsk Ed Slott

Consolidating IRAs; 401(k) Withdrawal Questions

Ed Slott
May 21, 2012

This week, IRA expert Ed Slott answers readers’ questions about consolidating IRAs and the tax implications of 401(k) withdrawals.

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Clarifying the Five-Year Rules for Roth IRAs

Ed Slott
May 10, 2012

This week, IRA expert Ed Slott answers investors’ questions about the five-year rules for Roth IRAs.

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The Scoop on SEP Contributions, 457(b) Rollovers

Ed Slott
May 3, 2012

Your IRA Expert takes on questions about SEP contributions and 457(b) rollovers.

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Selecting a Beneficiary for Your IRA

Ed Slott
April 26, 2012

This week, IRA expert Ed Slott answers investors’ questions about selecting a beneficiary and distribution rules for inherited IRAs.

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IRA Rollover Rules

Ed Slott
April 20, 2012

This week, IRA expert Ed Slott answers questions about IRA rollover rules and trustee-to-trustee transfers.

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Segregating RMDs; Combining Roth IRAs

Ed Slott
April 12, 2012

This week, IRA expert Ed Slott answers questions about segregating required minimum distributions and combining Roth IRAs.

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Early Distribution Penalties

Ed Slott
April 9, 2012

This week, IRA expert Ed Slott answers questions about Roth IRA conversions and early distribution penalties.

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IRA Tax Questions

Ed Slott
March 29, 2012

It's that time of year. This week, IRA expert Ed Slott fields a handful of tax questions about investors’ IRA accounts.

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IRA Withdrawal Limits for Non-Designated Beneficiaries

Ed Slott
March 22, 2012

This week, IRA expert Ed Slott fields questions about withdrawal limits for non-designated beneficiaries and required distributions.

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Rolling 401(k)s Into Roth IRAs; Early Distribution Penalties

Ed Slott
March 8, 2012

This week, IRA expert Ed Slott tackles questions about transferring 401(k)s to Roth IRAs and how investors can avoid early distribution penalties.

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Roth IRA Conversion Income Limits

Ed Slott
March 1, 2012

This week, IRA expert Ed Slott answers readers’ questions about Roth IRA conversion income limits and options for spouses inheriting IRAs.

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Recharacterization Provisions; Spousal Contributions

Ed Slott
February 16, 2012

This week, IRA expert Ed Slott fields questions about recharacterization provisions for Roth IRAs and making contributions in a spouse’s name.

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Tax Implications From Pre- and Post-Tax Contributions

Ed Slott
February 9, 2012

This week, IRA expert Ed Slott tackles questions about how distributions from contributions including both pre- and post-tax dollars will be taxed.

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Ask Ed Slott: Sorting Out IRA Pro-Rata Rules

Ed Slott
February 7, 2012

A Roth IRA is not counted in the pro-rata rule. An inherited IRA is separate from contributed IRAs, and a separate Form 8606 would have to be filed for that IRA.

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Rolling Annuities Into IRAs; SEP Rules

Ed Slott
January 26, 2012

This week, IRA expert Ed Slott tackles questions about rolling inherited annuities into separate IRAs and the rules and requirements regarding SEP IRAs.

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