Ask Ed Slott: Required Distributions and IRA Inheritances

Ed Slott
November 16, 2012

Ask Ed Slott, Your IRA Expert, answers your questions about 401(k) and IRAs.

Examining Non-Spousal Beneficiaries

Ed Slott
November 8, 2012

Your IRA Expert examines non-spousal benefits and a series of questions on IRA/Roth conversions.

Ask Ed Slott: Your IRA Expert

Ed Slott
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.

Ask Ed Slott: Your IRA Expert

Ed Slott
October 25, 2012

Your IRA Expert examines life insurance benefits, the five-year rule, and required minimum distributions.

Ask Ed Slott: Your IRA Expert

Ed Slott
October 18, 2012

Ed Slott, Your Ira Expert, examines timing an IRA conversion and moving an IRA when your beneficiaries are outside of the United States.

Ask Ed Slott: Your IRA Expert

Ed Slott
October 11, 2012

Ed Slott, Your IRA Expert, examines IRA rollover and when a trust is named an IRA beneficiary.

Ask Ed Slott: Your IRA Expert

Ed Slott
September 28, 2012

Ed Slott, Your IRA Expert, examines how often your clients can perform Roth conversions, how to hand Roth deferrals, and what happens to IRAs when a spouse dies.

Ask Ed Slott: Your IRA Expert

Ed Slott
September 21, 2012

Ed Slott, Your IRA Experts, answers questions about 1.how to handle partial IRA conversions; dealing with inherited accounts; required minimum distributions; and more.

Clearing Up Conflicting Information About Rollovers, Qualified Plans

Ed Slott
September 16, 2012

Ask Ed Slott: Your IRA Expert answers readers' questions about the rules regarding IRA rollovers involving qualified plans.

Deciding Between Traditional and Roth IRAs For 401(k) Rollovers

Ed Slott
September 6, 2012

Ask Ed Slott: Your IRA Expert answers readers' questions about the pros and cons of rolling over 401(k) assets to either a traditional or Roth IRA.

Clarifying the Five-Year Rule For Roth IRAs

Ed Slott
August 31, 2012

Ask Ed Slott: Your IRA Expert answers readers' questions about the five-year rule for Roth IRAs.

Exceptions to Early Distribution Penalties

Ed Slott
August 23, 2012

Ask Ed Slott: Your IRA Expert answers readers' questions about some of the exceptions to early distribution penalties for withdrawals from an IRA.

Handling Excess IRA Contributions At Tax Time

Ed Slott
August 16, 2012

Ask Ed Slott: Your IRA Expert answers readers' questions about how to manage and account for excess contributions made to IRAs for tax purposes.

Making Smart Choices For IRA Beneficiaries

Ed Slott
August 9, 2012

Ask Ed Slott: Your IRA Expert answers readers' questions about naming contingent beneficiaries for IRAs.

Disclaiming An Inherited IRA

Ed Slott
August 2, 2012

Ask Ed Slott: Your IRA Expert answers readers’ questions about disclaiming inherited IRA funds and transferring money between IRAs.