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Roth Conversions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, If a person is turning 73 years old in March, s/he would be required to take required minimum distributions for the year. Can a person do Roth Conversion prior to turning age 73 (say in February)? Does the...
RMD Avoidance: Red Flags and Dead Ends
By Andy Ives, CFP®, AIF® IRA Analyst I appreciate it when reputable financial advisors fight for their clients. It is a pleasure to see a well-educated, experienced professional leave no stone unturned when it comes to helping someone through a problematic...
Deciphering the Rules for Roth 401(k)-to-Roth IRA Rollovers
By Ian Berger, JD IRA Analyst More and more 401(k) plans are making Roth employee contributions available, and employees leaving their jobs often want to roll over Roth 401(k) funds to a Roth IRA. What tax rules apply to distributions of amounts rolled over? Warning:...
Roth IRA Distributions and Eligible Designated Beneficiaries: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I opened my first Roth IRA in 2017 and a second Roth IRA in December 2021. My current age is 71. I withdrew some funds from these accounts last year. For tax year 2024, I received a 2024 Form 1099-R for the 2017...
Watch Out for the Once-Per-Year Rollover Rule
By Sarah Brenner, JD Director of Retirement Education Why is it so important to know how the “once-per-year rollover rule” works? Well, that’s because trouble with the once-per year rule is the kind of trouble no one wants! If you violate this rule, you are looking at...
IRA Transactions: Detours and Alternate Routes
By Andy Ives, CFP®, AIF® IRA Analyst Sometimes we get stuck in traffic, or a highway is closed, and we are forced to find an alternate route. I’m not talking about driving across someone’s front yard or going the wrong way on a one-way street. Think side roads and...
SPOUSAL ROLLOVERS AND THE ONCE-PER-YEAR ROLLOVER RULE: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Question: Dear Ed Slott and America’s IRA Experts, I have a rollover traditional IRA that was set up when I left my last job. I am no longer employed, so I don’t have any earned income. My husband works full time, and our filing...
IRS Issues Proposed Regulations on Automatic Enrollment Requirement
By Ian Berger, JD IRA Analyst One important provision of the 2022 SECURE 2.0 law is the requirement that most new 401(k) and 403(b) plans must institute automatic enrollment. This rule is effective for plan years beginning after December 31, 2024. A “plan year”...
Thinking About Making an IRA Contribution? Here Are 10 Things You Need to Know
By Sarah Brenner, JD Director of Retirement Education Tax season is upon us! This is the time of year when many people consider making a contribution to an IRA. If you are thinking about doing so, here are 10 things you need to know. You can still make an IRA...
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Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
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