Slott Reports / Interesting Articles

View the Latest Slott Reports

September 2021

 

9/15/2021:  YEAR-OF-DEATH RMDs

9/27/2021:  CHECKING IDs AT THE DOOR - KEY RETIREMENT ACCOUNT AGES AND RULES

9/30//2021:  INHERITED IRAs AND 2021 RMDs: MAIL BAG

June 2021

 

6/17/2021:  THE 10-YEAR RULE AND ROTH CONVERSIONS

6/23/2021:  5 THINGS YOU MUST KNOW ABOUT THE AGE-55 RULE

May 2021

 

5/12/2021:  NO IRA CONTRIBUTIONS AFTER DEATH

April 2021

 

4/12/2021:  IRA RUMORS AND CONSPIRACY THEORIES

March 2021

 

3/25/2021:  THE IRA CONTRIBUTION DEADLINE AND INHERITED IRAS

3/8/2021:  DON’T MISS OUT ON THIS RETIREMENT SAVINGS TAX BREAK

3/4/2021:  ROLLOVERS FROM A COMPANY PLAN & INHERITED IRAS

February 2021

 

2/24/2021:  ROTH IRA CONTRIBUTIONS AND YOUR TAX RETURN

2/11/2021:  ROTH IRA ROLLOVERS AND THE 5-YEAR RULE

2/1/2021:  FOUR UNEXPLAINED TAX CODE MYSTERIES

January 2021

 

1/13/2021:  THE ANSWER TO THIS QUESTION ON ELIGIBLE DESIGNATED BENEFICIARIES UNDER THE SECURE ACT MAY SURPRISE YOU

December 2020

 

12/31/2020:  ROTH IRAS AND THE 10-YEAR RULE: TODAY'S SLOTT REPORT MAILBAG 

12/21/2020:  HAPPY BIRTHDAY TO THE SECURE ACT

12/16/2020:  AFTER-TAX ROTH CONVERSION: TRICK QUESTION?

12/09/2020:  BE CAREFUL ABOUT USING YOUR IRA FOR A SHORT-TERM LOAN

12/07/2020:  DUBIOUS MULTI-LAYERED CRD TAX STRATEGY

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website to which you are linking. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.