Slott Reports / Interesting Articles

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2nd Quarter 2022

 

June 27th, 2022:  TOO OLD TO CONVERT? THINK AGAIN

June 15th, 2022:  WHEN THE FIVE-YEAR RULE APPLIES

May 26th, 2022:  MOVING NON-IRA ACCOUNTS AND THE PROPOSED RMD REGULATIONS

April 27th, 2022:  401(K), 403(B), 457(B): DOES IT REALLY MATTER?

April 11th, 2022:  5 TAKEAWAYS FROM THE NEW SECURE ACT REGULATIONS

April 6th, 2022:  HOUSE PASSES SECURE 2.0 BILL, BUT IT’S NOT LAW YET

 

1st Quarter 2022

 

March 16th, 2022:  DECIPHERING YOUR 401(K) STATEMENT 

March 7th, 2022:  THE MOST CONTROVERSIAL PART OF THE NEW IRS REGULATIONS

February 28th, 2022:  SECURE ACT REGULATIONS ARE HERE

January 10th, 2022:  QCD REMINDERS AND PITFALLS

January 3rd, 2022:  HITTING THE RESET BUTTON FOR 2022 RMDS

Archive 2021

 

9/15/2021:  YEAR-OF-DEATH RMDs

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

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

5/12/2021:  NO IRA CONTRIBUTIONS AFTER DEATH

4/12/2021:  IRA RUMORS AND CONSPIRACY THEORIES

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

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

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

 Archive 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

 

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