ROTH IRA DISTRIBUTION ORDERING RULES

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport This may seem like a rudimentary topic, but it is the basics that are often so confusing. A fundamental understanding of Roth IRA distributions is essential for Roth IRA owners. In a blog post...

YOUR AGE AND YOUR ROTH IRA CONVERSION

By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport Questions on how age affects the decision to convert to a Roth IRA are common. What age is too old to convert? There is no easy answer to this question because there is no magic age when conversion...

CAUGHT IN A TRAP: RMDS FROM 401(K) PLANS IN THE YEAR OF RETIREMENT

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Here’s a common question: An employee retires in or after the year he turns 72 and wants to roll over his 401(k) funds to an IRA. Does an RMD have to be taken before the funds are rolled over? What...