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RMD Rules for IRA Beneficiaries: Today’s Slott Report Mailbag
Thursday, March 28, 2024
Question: Hi, My last remaining parent, my mother, passed away in May 2017, and my younger brother and I inherited her IRA (equally split into inherited IRA accounts). We were of the understanding we could handle required minimum distributions (RMDs)…
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FollowWe're excited to announce the launch of the updated version of Ed Slott and Company's IRA Success! The program, powered by @TheAmerCol, includes the latest tax law updates, rule changes, and unique planning strategies on IRA distribution planning:
Ed Slott and Company’s IRA Success - Ed Slott and Company, LLC
POWERED BY THE AMERICAN COLLEGE OF FINANCIAL SERVICES Applied IRA Knowledge On Demand Most financial advisors are fo...
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In this week's Slott Report Mailbag, we answer reader questions regarding required minimum distribution (#RMD) rules for #IRA beneficiaries. Read more here:
RMD Rules for IRA Beneficiaries: Today’s Slott Report Mailbag - Ed Slott and Company, LLC
Question: Hi, My last remaining parent, my mother, passed away in May 2017, and my younger brother and I inherit...
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In today's Slott Report, we dive deep into discussion on whether or not 529-to-#Roth #IRA rollovers are subject to state tax. Read more here:
Are 529-to-Roth IRA Rollovers Subject to State Tax? - Ed Slott and Company, LLC
Previous Slott Report articles have covered the new SECURE 2.0 provision allowing 529 funds to be rolled over to ...
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In this week's Slott Report, our Director of #Retirement Education, Sarah Brenner, JD, discusses 2 items to use caution with when it comes to backdoor #Roth conversions. Read more here:
Two Cautions When Doing a Backdoor Roth Conversion - Ed Slott and Company, LLC
You might be thinking about contributing to a Roth IRA. One big hurdle to making these contributions is the fact...
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Today's the last day for EARLYBIRD pricing for our upcoming Instant IRA Success workshop in National Harbor, MD this July! Register today to save $500 off the cost of registration and gain experience the most up-to-date insight from America's IRA Expert: https://bit.ly/4cdJJRl
In this week's Slott Report Mailbag, we answer reader questions regarding required minimum distributions (#RMDs) and eligible designated beneficiaries (#EDBs). Read more here:
Required Minimum Distributions and Eligible Designated Beneficiaries: Today’s Slott Report Mailbag...
QUESTION: I know you can delay taking your first required minimum distribution (RMD) until April 1 of the year af...
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In today's Slott Report we ask, ‘What is #retirement, and is it even attainable? Read more here:
What is Retirement? Fantasy vs. Reality - Ed Slott and Company, LLC
Three times a week, every week, we add to the Slott Report. Two article entries and a mailbag. All factual, me...
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Hear what your peers are saying from their experiences at Ed Slott and Company’s 2-Day IRA Workshop!
“This workshop should be mandatory for anyone working with retirement accounts.”
— Jamie Plemons, San Diego, CA
Ed Slott and Company's 2-day Instant IRA Success Workshop
Click here for information and registration for Ed Slott and Company's 2-Day Instant IRA Success Workshop: https://bit.ly/4cdJJRl
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In today's Slott Report, we discuss how #SECUREAct 2.0 impacts company plan in-service withdrawals. Read more here:
How SECURE 2.0 Impacts Company Plan In-Service Withdrawals - Ed Slott and Company, LLC
Retirement plan funds are designed for retirement, but Congress continues to make it easier for employees to pull ...
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Join us for our Instant IRA Success Workshop to gain valuable insights and actionable strategies to enhance your clients' financial futures.
Use promo code EARLYBIRD before next Friday for $500 off the cost of registration! https://bit.ly/42La0SQ
What People Are Saying About Ed Slott and Company
““Unless you consider cat food a viable dinner option, it’s wise to take action now to bulletproof your retirement assets. Sooner or later, we pay taxes. But why allow your retirement savings to become a windfall for Uncle Sam when the money should go to you and your heirs?”
USA Today
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Jerry Matecun
“Where else can we get developments up-to-the-minute?”
Mary Aheam
“There is NO OTHER PLACE you can get this information. No other place!!!”
Tom Mosley
“Ed Slott is my go-to resource on the nuances of tax and retirement planning. His no-nonsense style makes the dizzying changes in the rules and laws surrounding these often-confusing topics understandable and more importantly, actionable.”
Jill Schlesinger ,CFP®, CBS News Business Analyst
“Ed Slott has a knack for providing tax- and retirement-planning guidance that’s easy to understand, up-to-the-minute current, and–dare I say it? Fun.”
Christine Benz ,Director of Personal Finance, Morningstar, Inc.
“Ed Slott is among the most trusted and knowledgeable retirement experts in the United States. The world is filled with those who proclaim to be retirement experts, but Ed Slott is truly that—an expert who deserves your time and attention.”
Robert Powell ,editor of Retirement Daily and TheStreet, USA Today columnist, editor of Retirement Management Journal and host of Exceptional Advisor podcast
“Ed Slott is my go-to person for smart tax-saving advice on retirement plans.”
Jane Bryant Quinn ,Author of How to Make Your Money Last: The Indispensable Retirement Guide.
“Ed Slott is the go-to expert on IRAs in an era when legislative and regulatory changes are popping up as fast and furious as a whack-a-mole game. Arm yourself with the latest insights on how to protect future retirement savings by making tax-savvy moves today.”
Mary Beth Franklin ,CFP®, Contributing Editor, InvestmentNews
“Drop what you are doing when Ed Slott conducts a seminar. Very thorough, great presentation skills and informative…you will take home ‘nuggets’ every single time that you will implement in your practice and be a hero.”
Barry Dreayer
“As a financial professional I rely on Ed’s timely & thorough updates to bring the most value to my clients. He is hands down the best presenter on IRAs, Roths, and retirement planning tips. His blog, newsletter, and webinars are invaluable, and his delivery is always lively & engaging! Thank you, Ed! Keep rocking!!”
Angela Ruff
“Great webinar! The information provided could save my clients many thousands of dollars in tax!”
Dean Duncan
“UNBELIEVABLE! All that expertise in one person?! WOW! I learned so much!”
Sheila Baugh
“Holy moly what a refreshing and amazingly educational experience! Thank you for being such an incredible ambassador for our work. I just wanted to express deep and wide appreciation for the amazing caliber of your presentation. As a former professor, I simply LOVED the charm and humor with which you delivered such critical information. It was the trifecta of pedagogical perfection: you made us grin, you kept us engaged, and we learned game changing information.”
Mari Kim ,Corporate and Foundations Relations Officer, Northwest Harvest
“As anticipated Ed and his crew delivered the most complete treatment of the top issues practitioners are seeing in this area. The bifurcation of Ed speaking and his crew responding to participants’ questions provides a model for efficient knowledge-sharing, which one could hope would be replicated in other arenas. Bravo!!!’“
Moshe Stepansky
“Ed Slott packs so much information into his IRA webinar and considering recent legislation this was a very timely topic. Great insights explained extremely well.”
Anne Muldoon
“Incredible! I consider myself an IRA Expert, but I always hope to find something beneficial in IRA webinars. Ed blew it out of the water—I left the webinar with lots of tips and some clarification I didn’t know I needed. Fantastic job!!“
Teresa Roman
“So much fast-paced, yet in-depth information that I never want to miss a minute of the presentations! The energy was outstanding, and the program was every bit as well done [virtually] as in-person programs have been.”
Linda Gardner
“Truly outstanding presentation packed with useful information, which was informatively, thoughtfully, and enjoyably delivered. Ed Slott again lives up to his remarkable reputation.”
Shunterica Woods
“Ed is a powerhouse presenter and a complete educator; I was on the edge of my seat for the entire hour! He delivered answers to all my burning questions and proactively answered my follow-up questions… ED, Exceptional-Dedicated!”
Marian Sterling
“Succinct and exceptionally instructive.”
Daniel Mannion
“Ed Slott! Yes, THE Ed Slott! It doesn’t get any better than this for fast-paced, informative webinars! Too bad instructor ratings only go up to 5. He’s a 10!”
Arnold Parise