by Kenny | Sep 14, 2022 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport According to many recent surveys, the fall months of September and October are overtaking June as the most popular time of year to tie the knot. If your wedding is approaching... by Kenny | Sep 12, 2022 | IRA BLOG
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport A recent federal court case from West Virginia illustrates that the spouse of a 401(k) participant usually has no right to prevent the plan from paying the participant a lump sum distribution.... by Kenny | Sep 8, 2022 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: By law I must withdraw a certain percentage from my retirement accounts to meet the required RMD. And I will have to pay income taxes on that amount. The percentage amount I must withdraw... by Kenny | Sep 7, 2022 | IRA BLOG
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... by Kenny | Sep 1, 2022 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Hi Mr Slott, I read somewhere but couldn’t remember where, if a person needs to withdraw an RMD but doesn’t need the money, can he convert this RMD to a Roth IRA? Thanks in... by Kenny | Aug 31, 2022 | IRA BLOG
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...