Category: FWS IRA BLOG

SECURE 2.0 ALLOWS RETROACTIVE SOLO 401(K) PLANS WITH ELECTIVE DEFERRALS

RMDS AND EMPLOYER PLAN CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG

SECURE 2.0 ELIMINATES PENALTY ON NIA

EDBS HAVE A CHOICE: STRETCH VS. 10-YEAR

QCD REPORTING AND THE ONCE-PER-YEAR ROLLOVER RULE: TODAY’S SLOTT REPORT MAILBAG

HOW THE IRS CONTRIBUTION LIMITS WORK WHEN YOU’RE IN TWO PLANS

5 THINGS TO KNOW WHEN MAKING A 2022 ROTH IRA CONTRIBUTION

INHERITED IRAS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG

AGE 50 EXCEPTION QUESTION

SECURE 2.0 ALLOWS ROTH EMPLOYER CONTRIBUTIONS IN 401(K) PLANS