FORMER BALTIMORE TOP PROSECUTOR CONVICTED OF LYING ON CORONAVIRUS WITHDRAWAL APPLICATION November 15, 2023 Read More
THE PRO-RATA RULE AND MINOR IRA BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG November 2, 2023 Read More
THE BACK-DOOR ROTH STRATEGY AND SPOUSAL BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG October 19, 2023 Read More
THE STILL-WORKING EXCEPTION AND SPOUSAL ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG October 12, 2023 Read More
NON-SPOUSE BENEFICIARIES AND ROTH IRA DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG October 5, 2023 Read More
NET UNREALIZED APPRECIATION (NUA) AND SEE-THROUGH TRUSTS: TODAY’S SLOTT REPORT MAILBAG September 28, 2023 Read More
RMD RULES FOR INHERITED IRAS AND 401(K) DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG September 21, 2023 Read More
THE 10-YEAR RULE AND SPOUSAL BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG September 14, 2023 Read More
THE AGE 50 EXCEPTION AND THE STILL-WORKING EXCEPTION: TODAY’S SLOTT REPORT MAILBAG August 24, 2023 Read More
NEW LAW MAY LOWER RMDS WHEN ANNUITY IS ANNUITIZED – BUT IRS GUIDANCE NEEDED August 16, 2023 Read More
HELP A YOUNG PERSON USE SUMMER EARNINGS TO START A ROTH IRABACKDOOR ROTH IRAS AND BENEFICIARY RMDS: TODAY’S SLOTT REPORT MAILBAG July 24, 2023 Read More
