Updated Saturday, August 2, 2014 as of 4:35 AM ET

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.

IRA Dilemma: Conversion Taxes Now Vs. Tax Benefits Later

Ed Slott
June 14, 2012

IRA expert Ed Slott explains the pros and cons of converting traditional IRAs to Roth IRAs for investors over 65 years of age.

Learning the Hard Way About Re-Investing Inherited IRAs

Ed Slott
June 7, 2012

This week, IRA expert Ed Slott answers questions about the tax implications of inherited IRAs.

Defining What Qualifies As Earned Income For IRA Deposits

Ed Slott
May 31, 2012

This week, IRA expert Ed Slott clears up whether investors can deposit proceeds from dividends, interest and stock sales to pad their existing IRAs.

Penalties on Roth IRA Distributions

Ed Slott
May 24, 2012

This week, IRA expert Ed Slott answers readers’ questions about penalties on nonqualified distributions.

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.

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.

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.

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.

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.

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.

Early Distribution Penalties

Ed Slott
April 9, 2012

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

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.

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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