Updated Wednesday, April 23, 2014 as of 8:36 AM ET

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.

Reinvesting Proceeds From Beneficiary IRAs

Ed Slott
July 25, 2012

Ask Ed Slott: Your IRA Expert answers readers’ questions about the best way to reinvest proceeds garnered from beneficiary IRAs.

Strategizing Tax Payments on IRA Conversions

Ed Slott
July 19, 2012

Ask Ed Slott: Your IRA Expert answers readers’ questions about the best way to pay for taxes resulting from an IRA conversion.

Tax Implications of Health Care Reform For Retirees

Ed Slott
July 12, 2012

Ask Ed Slott: Your IRA Expert answers readers’ questions about possible tax implications for retirees as a result of health care reform legislation.

Stretch IRAs and RMDs

Ed Slott
July 6, 2012

Ask Ed Slott: Your IRA Expert answers readers’ questions about stretch IRAs for beneficiaries and required minimum distributions.

Using the Five-Year Rule For Inherited IRAs

Ed Slott
June 28, 2012

Ask Ed Slott: Your IRA Expert explains when and why it’s best to use the five-year rule for distributions from an inherited IRA.

Transferring Stock Between IRA Accounts

Ed Slott
June 21, 2012

IRA expert Ed Slott answers investors’ questions about transferring stock between IRA accounts and the best way to distribute an inherited IRA to other beneficiaries.


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