Slott Reports

These reports cover current, single subject issues with IRAs and company retirement plans.

November 2022

NUA Trigger Activators November 16, 2022

How Are 2023 RMDs Calculated For Beneficiaries Who Got RMD Relief? November 9, 2022

IRA Transactions That Can Be Missed November 7, 2022

A Tax Free Roth IRA Distribution In 5 Easy Steps November 2, 2022

October 2022

The Required Beginning Date Is Now A Really Big Deal October 31, 2022

The Clock Is Ticking On 2022 Conversions October 24, 2022

A Clear Explanation Of The RBD October 17, 2022

IRS Waives Penalty For Missed 2021 and 2022 RMDs Within The 10 Year Period, October 10, 2022

September 2022

How Are Roth 401K Distributions Taxed September 21, 2022

QCDs And The Absolute Necessity For A CWA September 19, 2022

3 IRA Rules To Know Before You Walk Down The Aisle September 14, 2022

Roth IRA Distribution Ordering Rules September 7, 2022

August 2022

Your Age And Your Roth Conversions August 31, 2011

Caught In A Trap: RMDs From 401K Plans In The Year of Retirement August 29, 2022

Roth Conversion-Oops! August 24, 2022

How An ESA Can Help With Back-To-School Expenses August 22, 2022

A Retirement Account Scorecard August 17, 2022

Year of Death RMD August 15, 2022

What You Need To Know About The Still Working Exception August 10, 2022

The Unpleasant Surprise Of The Accuracy-Related Penalty August 8, 2022

Inherited IRA Q & As August 3, 2022

Four Things To Know About Your Plan Rollover and Your RMD August 1, 2022

July 2022

Direct Transfers, Direct Rollovers and 60 Day Rollovers July 25, 2022

Conduit IRA-Is It Really Necessary? July 13, 2022

4 QCD Rules That May Surprise You July 11, 2022

Should I Accept A Lump Sum Buyout Offer July 6, 2022

June 2022

Too Old To Convert? Think Again June 27, 2022

When The Five Year Rule Applies June 15, 2022

One Roth IRA Bucket June 8, 2022

When A Reverse Rollover Makes Sense June 1, 2022

May 2022

Watch Out For The Once-Per-Year Rollover Rule May 23, 2022

How The Vesting Rules Work For Company Retirement Plans May 18, 2022

How Your IRA Can Help If You Are A First-Time Home Buyer May 11, 2022

A Dozen QCD Facts May 4, 2022

Investing Your IRA In Crypto May 2, 2022

April 2022

First Dollars Out Rule And The Still Working Exception April 25, 2022

Understanding The Same Property Rule April 20, 2022

March 2022

The 3 Exceptions To The Pro-Rata Rule That You Need To Know March 30, 2022

$1,512,350 Is The New $1,362,800 March 28, 2022

Deciphering Your 401(K) Statement March 16, 2022

SECURE Act Regs Bring New Roth IRA Advantage March 9, 2022

Age of Majority And The New SECURE Act Regulations March 2, 2022

February 2022

What Protection Do Spouses Get In Company Plans February 21, 2022

January 2022

One IRA Rollover Per Year-Based On Distributions January 19, 2022

QCD Reminders and Pitfalls January 10, 2022

December 2021

Exceptions To The Pro Rata Rules-Ways To Isolate Basis December 8, 2021

November 2021

The 401K Hardship Withdrawal Rules In A Nutshell November 10, 2021

Clarifying Some Roth Conversion Misconceptions November 8, 2021

October 2021

Retirement Planning For The Self Employed October 25, 2021

September 2021

Restrictions On 401K In Service Withdrawals September 29, 2021

August 2021

Aggregating RMDs-What Is (And What Is Not) Allowed August 23, 2021

July 2021

5 HSA Benefits That May Surprise You July 28, 2021

June 2021

Not More Than 10 Years Younger EDB June 28, 2021

5 Things To Know About the Age 55 Rule June 23, 2021

May 2021

How The Once Per Year Rollover Rule Is Misunderstood May 26, 2021

Excess IRA Contributions May 24, 2021

Special Rules for Spouse IRA Beneficiaries May 19, 2021

Are You Ready For The Son of SECURE? May 10, 2021

April 2021

The IRS May Be Coming After Your Solo 401(K) Plan April 26, 2021

Active Participation and IRA Deductibility April 21, 2021

Who Must Take The Year Of Death RMD April 7, 2021

March 2021

House Rules March 10, 2021

Retirement Account Alphabet Soup March 3, 2021

February 2021

Roth IRA Contributions and Your Tax Return February 24, 2021

When a “Reverse Rollover” Makes Sense February 22, 2021

Transferring A Roth IRA After Divorce-3 Logical Considerations February 17, 2021

What Happens If I Terminate Employment with an Unpaid 401K loan? February 10, 2021

RMDs and Rollovers: A Dangerous Blend February 8, 2021