REQUIRED MINIMUM DISTRIBUTIONS AND ELIGIBLE DESIGNATED BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG March 22, 2024 Read More
HIGHER EDUCATION AND BACKDOOR ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG March 15, 2024 Read More
COVERDELL ESA ACCOUNTS AND FIRST RMD YEAR DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG March 7, 2024 Read More
TAX COURT RULES NEW SECURE 2.0 STATUTE OF LIMITATIONS ON EXCESS CONTRIBUTION PENALTY IS NOT RETROACTIVE March 4, 2024 Read More
ROTH CONVERSIONS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG February 29, 2024 Read More
THINKING ABOUT A 2023 SEP IRA CONTRIBUTION? HERE ARE 6 RULES YOU NEED TO KNOW February 12, 2024 Read More
NEW LAW COULD REDUCE RMD RULES FOR ANNUITIZED ANNUITIES – BUT PROPER VALUATION IS NEEDED February 5, 2024 Read More
HOW DO YOU REPORT 2023 ROTH IRA CONTRIBUTIONS ON YOUR TAX RETURN? THE ANSWER MAY SURPRISE YOU January 31, 2024 Read More
BACKDOOR ROTH IRA CONVERSIONS AND THE ANNUAL RMD REQUIREMENT: TODAY’S SLOTT REPORT MAILBAG January 25, 2024 Read More
529 PLANS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG January 18, 2024 Read More
RMD CALCULATION AND TRUSTS FOR DISABLED BENEFICIARIES: TODAY’S SLOTT REORT MAILBAG January 4, 2024 Read More
SUCCESSOR BENEFICIARY RULES AND NEW SPOUSE BENEFICIARY RULES: TODAY’S SLOTT REPORT MAILBAG December 14, 2023 Read More
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
