Slott Reports / Interesting Articles

View the Latest Slott Reports

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

November 2020

 

11/23/2020:  IRS ADDS NEW REASON FOR SELF-CERTIFICATION OF LATE ROLLOVERS

11/11/2020:  6 WAYS THAT ROTH IRAS AND ROTH 401(K)S ARE DIFFERENT

11/04/2020:  10% PENALTY EXCEPTIONS – IRA ONLY

October 2020

 

10/05/2020:  IRAS, LIFE INSURANCE & PIZZA

September 2020

 

 9/23/2020:  BENEFICIARY FORM BASICS

 

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