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?

Ask Ed Slott: How Safe Are Roth IRAs?

Ed Slott
March 15, 2013

Your IRA Expert answers the question: how safe are Roth IRAs from some types of government interference?

Ask Ed Slott: Dealing With Inherited IRAs

Ed Slott
February 21, 2013

Your IRA Experts answers the question: should a client roll an inherited IRA into a Roth IRA or continue to withdraw the required minimum distributions?

Ask Ed Slott: Do IRAs Need to Be in a Fee-Based Wrap?

Ed Slott
February 14, 2013

Your IRA Expert examines the question: Does an IRA need to be in a fee-based or wrap account?

Ask Ed Slott: Converting to a Roth IRA

Ed Slott
February 7, 2013

Your IRA Expert answers the question did the 2013 tax law add any income limits to a Roth conversion?

Ask Ed Slott: Explaining Direct Rollovers

Ed Slott
February 5, 2013

Your IRA Expert explains direct rollovers and IRA tax implications.

Ask Ed Slott: Roth IRA Help?

Ed Slott
January 17, 2013

Ed Slott, Your IRA Expert, answers the question: Is it possible to transfer money out of my retirement plan and into an IRA and/or Roth while I am still employed?

Ask Ed Slott: How Will Hurricane Sandy Impact IRA Conversions?

Ed Slott
January 11, 2013

Ed Slott, Your IRA Expert, examines your IRA and 401(k) issues, including how does the IRS plan to provide relifer from strict Roth conversion deadlines for those impacted by Hurricane Sandy.

Ask Ed Slott: Did Income Conversion Limits Expire?

Ed Slott
January 4, 2013

Ed Slott, Your IRA Expert, examines how the expiration of the Bush tax cuts will impact Roth IRAs.

Ask Ed Slott: What Happens When Clients Forgets to Take a Required Minimum Distribution?

Ed Slott
December 14, 2012

Ask Ed Slott, Your IRA Expert, examines the problems around required minimum distributions and inheriting an IRA.

Ask Ed Slott: Contributing to Your Roth IRA After Termination

Ed Slott
December 7, 2012

Ask Ed Slott, Your IRA Expert, examines the question, if your client was fired, can they continue to contribute to a Roth IRA?