Ed Slott


Recent Stories From This Author

Clarifying the Five-Year Rules for Roth IRAs
May 10, 2012 This week, IRA expert Ed Slott answers investors’ questions about the five-year rules for Roth IRAs.

The Scoop on SEP Contributions, 457(b) Rollovers
May 3, 2012 Your IRA Expert takes on questions about SEP contributions and 457(b) rollovers.

Newfangled Annuities
May 1, 2012 IRA owners can now use their assets to buy longevity annuities, but there can be drawbacks.

Selecting a Beneficiary for Your IRA
April 26, 2012 This week, IRA expert Ed Slott answers investors’ questions about selecting a beneficiary and distribution rules for...

IRA Rollover Rules
April 20, 2012 This week, IRA expert Ed Slott answers questions about IRA rollover rules and trustee-to-trustee transfers.

Segregating RMDs; Combining Roth IRAs
April 12, 2012 This week, IRA expert Ed Slott answers questions about segregating required minimum distributions and combining Roth IRAs.

Early Distribution Penalties
April 9, 2012 This week, IRA expert Ed Slott answers questions about Roth IRA conversions and early distribution penalties.

IRA Tax Questions
March 29, 2012 It's that time of year. This week, IRA expert Ed Slott fields a handful of tax questions about investors’ IRA accounts.

IRA Withdrawal Limits for Non-Designated Beneficiaries
March 22, 2012 This week, IRA expert Ed Slott fields questions about withdrawal limits for non-designated beneficiaries and required...

Rolling 401(k)s Into Roth IRAs; Early Distribution Penalties
March 8, 2012 This week, IRA expert Ed Slott tackles questions about transferring 401(k)s to Roth IRAs and how investors can avoid early...