4 IRA TAX BREAKS FOR WHICH WE GIVE THANKS IN 2023

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Thanksgiving is almost here! This is a time for us to gather together and express our gratitude for all the good things in our lives. When it comes to our retirement accounts, we...

STILL-TIME-LEFT TO-DO LIST

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Year-end to-do lists are commonplace. The problem is, they always seem to get published in mid-to-late December. I can almost hear the collective “thanks for nothing” comment from readers as the...

RMDS WHEN YOUR IRA INVESTMENTS ARE NOT LIQUID

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport You may have noticed grocery stores stocking up for Thanksgiving, and festive lights and displays going up everywhere. Yes, it is the holiday season, but it is also the season to...

THE FIVE-YEAR RULE AND RMDS: TODAY’S SLOTT REPORT MAIBAG

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: In 2020 and 2021, when I was over 65 years old, I converted some of my IRA into a Roth IRA.  Does the five-year rule still apply to me, or can I now draw out all of the...

ONE BENEFICIARY, THREE IRAS, THREE DIFFERENT PAYOUT RULES

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport An advisor called and said his 75-year-old client had just passed away. He had questions about the payout rules applicable to the three IRAs the client left behind: a traditional IRA, a Roth IRA, and...