Updated Friday, November 28, 2014 as of 7:10 AM ET

Ask Ed Slott: RMDs for Inherited IRAs?

Ed Slott
June 19, 2014

Our IRA expert looks at what happens to required minimum distributions the recipient of an inherited IRA.

Ask Ed Slott: IRA Recharacterization Limit?

Ed Slott
April 25, 2014

Our IRA expert answers questions about the number of recharacterizations allowed, earned income contribution rules and how to purchase annuities without a tax hit.

Ask Ed Slott: Fix for Mistaken Excess IRA Contributions?

Ed Slott
February 16, 2014

Our IRA expert answers questions about the IRS's 6% penalty on excess IRA contributions and the five-year clock on Roth IRA fund transfers.

Ask Ed Slott: Maxing Out 457 & SEP Plan Contributions

Ed Slott
February 12, 2014

Our IRA expert answers questions on maxing out contributions to 457 and SEP plans and beneficiary arrangements for 403(b) plans and Roth 401(k)s.

Ask Ed Slott: Sharing an IRA Among Heirs

Ed Slott
December 31, 2013

My wife and I have just one grandchild from one of our two sons (with no current plans for a second). The other son and wife are trying but no luck yet.

Ask Ed Slott: Valuing IRA Assets for Roth Conversions

Ed Slott
December 16, 2013

For both Roth conversions and required minimum distribution purposes, be sure that the value placed on your investment is one that would pass IRS scrutiny.

Ask Ed Slott: Immediate Annuities' Impact on RMDs?

Ed Slott
November 21, 2013

If the funds in a taxable IRA are used to purchase an immediate annuity, what impact does that have on required minimum distributions? IRA expert Ed Slott answer this question and others.

Ask Ed Slott: IRA Recharacterizations

Ed Slott
November 8, 2013

Our IRA expert answers questions on recharacterizations, the withdrawal penalty and the 5-year rule.

Ask Ed Slott: Using Severance Pay as 401(k) Contribution?

Ed Slott
October 18, 2013

Our IRA expert answers questions on using severance pay as an after-tax contribution to a 401(k), non-cash required minimum distributions and after-tax 401(k) rollovers.

Ask Ed Slott: Missing the Rollover Window

Ed Slott
June 7, 2013

Ed Slott, Your IRA Expert, answers questions on when to convert a traditional IRA to a Roth and what happens when the 60-day rollover period has passed.

Ask Ed Slott: Converting Inherited Plan Funds

Ed Slott
May 24, 2013

Ed Slott, Your IRA Expert, answers the question: Can non-spouse beneficiaries of an employer-sponsored 403(b) TSA plan convert inherited TSA funds to inherited Roth IRAs?

Ask Ed Slott: Reducing Taxes for Self-Employed

Ed Slott
May 9, 2013

Your IRA Expert answers questions about a potential new cap on IRAs and how to reduce the tax bill of a self-employed person taking distributions from a 401(K).

Ask Ed Slott: IRA Tax Implications

Ed Slott
April 11, 2013

Ed Slott, Your IRA Expert, examines several questions surrounging Roth IRA and tax implications.

Ask Ed Slott: 403(b)s, Inherited IRAs and Roth Conversions

Ed Slott
April 5, 2013

Your IRA Expert answers the question of how the executor of a will can pay off debt with an inherited IRA.

Ask Ed Slott: Explaining the New Tax Law

Ed Slott
March 24, 2013

Your IRA Expert answers the question does the new tax law authorize the rollover of after tax 401(k) accounts to a Roth IRA?


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The November Issue is now online!


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