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April 2021 M T W T F S S « Jun 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 OUR FEATURED BLOGGERS
ED SLOTT
IRA AdviceGARY M. KAYE
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Joe Duck & Webmaster, RetireUSA.netKAREN DARLING
Senior Editor, RetireUSA BlogMARK DENNETT
Marketing, RetireUSA.netSite Administration
Category Archives: Ed Slott
PENDING RETIREMENT ACCOUNT CHANGES
IRA ADVICE – ED SLOTT – Recently President Obama released his Fiscal Year 2017 Budget – his final budget proposal as President of the United States. Having seen none of his 14 retirement account-related proposals from last year’s budget enacted, … Continue reading
Posted in Ed Slott, TOPIC - Financial Security
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ONE LAST WORD ON 2015 TAXES
IRA ADVICE – ED SLOTT – It’s taken almost a full year – literally – but Congress has passed (and the President has signed) the PATH Act, which will include the much anticipated extenders bill. However, this isn’t your run-of-the-mill … Continue reading
Posted in Ed Slott, TOPIC - Financial Security, TOPIC - Money
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IMPACT OF NEW SOCIAL SECURITY RULES ON YOU
IRA ADVICE – ED SLOTT – Retirement planning for millions of Americans has changed dramatically. On November 2, President Obama signed into law the Bipartisan Budget Act of 2015, which had a significant impact on both Medicare Part B participants and … Continue reading
Posted in Ed Slott, TOPIC - Financial Security, TOPIC - Money
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WHAT YOU NEED TO KNOW ABOUT RECHARACTERIZATION
IRA ADVICE – ED SLOTT – October will be here before you know it. I know this because I have already seen Halloween candy in the grocery store and Sarah’s blog on the recharacterization’s value reminded me. October 15 is … Continue reading
Posted in Ed Slott, TOPIC - Financial Security
Tagged insurance, IRA, senior financial assistance
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THE DEFINITIVE GUIDE TO THE “BACK-DOOR ROTH”
IRA ADVICE – ED SLOTT – Chances are that, by now, you’ve heard of a retirement planning strategy known to many as the “Back-Door Roth.” But what is it? Why is it important? What are the potential traps and how … Continue reading
Posted in Ed Slott, TOPIC - Financial Security
Tagged Back-Door Roth, Ed Slott
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RETIREMENT PLANNING FOR SMALL BUSINESS OWNERS
IRA ADVICE – ED SLOTT – If you are a baby boomer that runs a small business, you have probably looked at one of the most popular small business retirement plans, the SEP IRA. In contrast to other potential options … Continue reading
Posted in Ed Slott, TOPIC - Financial Security
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A ROOKIE IRA CONTRIBUTION MISTAKE
IRA ADVICE – ED SLOTT – In a just released private letter ruling (PLR), a taxpayer was given an extension of time to complete a rollover of funds to his IRA. He was given bad advice by his CPA. “Tom” … Continue reading
Posted in Ed Slott, TOPIC - Insurance
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10 WAYS YOU MIGHT PAY MORE TAX IN 2013
IRA ADVICE – ED SLOTT-For some time now, we’ve had it pretty good, at least from a tax perspective. That’s all about to change though. There are an abundance of changes to the tax law scheduled to take effect in … Continue reading
Posted in Ed Slott, TOPIC - Financial Security
Tagged pay more or less tax, seniors and taxes, Taxes
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WHAT DOES IRA STAND FOR?
IRA ADVICE – ED SLOTT– If you’re like the majority of people – including financial advisors and accountants – here’s something probably don’t know. IRA does NOT technically stand for individual retirement account. Instead, the IRA stands for Individual Retirement … Continue reading
INHERITED IRA’S ARE NOT TAX-FREE INHERITANCES
IRA ADVICE – ED SLOTT– In a recent case, a non-spouse beneficiary learned that an inherited IRA is taxable and is not treated as a tax-free “inheritance.” He received a total distribution from his deceased Mom’s IRA and thought that … Continue reading
Posted in Ed Slott, TOPIC - Financial Security, TOPIC - Money
Tagged inheritance, IRA's, retirement financial planning
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