by fwsadmin | Oct 27, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Fall is in full swing now with football, foliage, and pumpkin spice everything. The holiday season is just around the corner. Before we know it, the year 2022 will come to an...
by fwsadmin | Oct 26, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport QUESTION: Iturn 72 next month. Can I take part of my RMD this year and the balance before April of next year? Howard ANSWER: Howard, Happy early birthday! Since you turn 72 this year, 2022 is...
by fwsadmin | Oct 25, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport The Ed Slott team hosted a highly successful training program for members of Ed Slott’s Elite IRA Advisor Group℠ and Ed Slott’s Master Elite Advisor Group℠ last week in Las Vegas....
by fwsadmin | Oct 20, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Can an IRA to Roth IRA rollover be spread out over two transactions to soften the upfront tax hit? Answer: When a conversion is done, any taxes owed would be owed in...
by fwsadmin | Oct 17, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport SECURE Act regulations shoved the required beginning date (RBD) to the front of the stage. No longer can the RBD hide from the bright lights. What was once somewhat of a minor date in people’s...
by fwsadmin | Oct 13, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Hello, I inherited an IRA from my brother who passed away on January 6, 2022. His DOB was 12/31/1952. He had just turned age 69. I am 75 years old. My DOB is 6/26/1947. I understand the...