Ed Slott

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.

This week, IRA expert Ed Slott fields some questions from investors about non-deductible IRAs and RMDs on inherited IRAs.

This week, IRA expert Ed Slott fields questions from investors about transferring IRAs to beneficiaries, converting traditional IRAs to Roth IRAs and required minimum distributions from inherited accounts.

This week, IRA expert Ed Slott tackles a variety of questions from investors and accountants on beneficiary IRAs, hardship withdrawals and reconverting traditional IRAs back into Roth IRAs.

This week, IRA expert Ed Slott returns to answer questions from investors on topics ranging from Medicare premiums and replacing IRA withdrawals to required minimum distributions.

This week, Ed dissects beneficiary designations and transfers from a 401(k) Roth.

This week, Ed examines a difficult IRA and also looks at how to handle primary beneficiaries.

With tax season behind us, advisors are looking for answers regarding IRAs and Ed Slott has some regarding rollovers and conversions, the step transaction doctrine, and Gold IRAs.

Investors and advisors are concerned about IRAs and Ed Slott provides the answers.

With advisors and investors focused on tax season, Ed Slott returns to financial planning with some quick answers on Roth IRAs, required minimum distributions, and what all this means before (and after) April 18.