Ed Slott

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

This week, IRA expert Ed Slott addresses questions about the tax implications resulting from tapping into Roth IRAs and the timing of required minimum distributions.

This week, IRA expert Ed Slott answers questions from people concerned about the details surrounding inherited IRAs and distribution options.

Planners need to ensure that clients with self-directed IRAs are protected against a variety of scams.