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New 2020 Social Security Changes that Impact Workers and Retirees.... The legendary CPA, Ed Slott, quips, “To make money through investments and. As a reminder, let's quickly review how your Social Security (SS) benefit is calculated.... estate planning analysis, tax reduction analysis, retirement income roadmap,.


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Please leave us a rating or review in Apple Podcasts.. Lagging Retirement Savings on CBS This Morning.... As it turned out, customers flocked to Schwab, leaving his small team scrambling with scarce resources and no road map to.... It's time for our annual chat with Ed Slott, the ultimate tax guru, and founder of IRA ...


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NextPhase It's an investment strategy with the objective of providing inflation-adjusted income for life.
Where Do You Want Your Future Financial Roadmap to Take You?
Bringing Your Entire Picture Together, One Piece at a Ed slott retirement roadmap 2020 review Life is full of milestones.
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By Andy Ives, CFP®, AIF® IRA Analyst As of the writing of this Slott Report submission, it is Monday, December 23, 2019.
T-minus 8 days before the end of the year, which means IRA owners have a tight window to complete any year-end transactions.
Dec 19, 2019 By Ian Berger, JD IRA Analyst Question: My husband has taken two different qualified distributions from his Roth IRA within the last 60 days.
We would like to "pay those back.
My question is: Can.
Tucked away inside this mammoth piece of legislation is the Setting Every Community Up for.
Dec 16, 2019 By Ian Berger, JD IRA Analyst 1.
What is a QDRO?
Dec 12, 2019 By Sarah Brenner, JD IRA Analyst Question: As year-end approaches, I have just exceeded my 2019 RMD, combining total QCD's during the year and my regular monthly IRA withdrawals.
If I make additional charitable contributions from my IRA this month, are they still.
Dec 11, 2019 By Andy Ives, CFP®, AIF® IRA Analyst When the chips are down, the providers hold all the cards.
This is true for both IRAs and workplace plans.
Ultimately, the IRA custodian through its custodial form and retirement plan sponsor through the plan document will.
Dec 10, 2019 December 10th, 2019 Chadd Mason, CEO The Cabana Group Yet Again, the Market Focuses on What Matters - Interest Rates and Earnings After a rocky start to last week, U.
Sponsors of certain retirement savings plans must have their plan tested each year to.
A snappy marching band flows to an army of volunteers clutching the ropes of a six-story inflatable SpongeBob, swaying in the wind.
She is single and is not an active participant in a company retirement plan.
Benny, also unmarried, has a.
Nov 25, 2019 By Sarah Brenner, JD IRA Analyst Roth IRAs first arrived over twenty years ago.
A lot has changed since 1998.
That was the year that Google was founded and an electronic pet called a Furby was one of the most popular Christmas gifts.
Nov 21, 2019 By Ian Berger, JD IRA Analyst Question: I am over 71 and have 2 IRAs, one in my name, the other is inherited.
Can I take one RMD from the inherited IRA to satisfy both?
Or must I treat them separately and do 2 separate RMDs?
Tyler Answer: Hi Tyler, You must.
Nov 20, 2019 By Sarah Brenner, JD IRA Analyst If you are charitably inclined and have an IRA, you might want to consider doing a Qualified Charitable Distribution QCD for 2019.
The deadline for a 2019 QCD is fast approaching.
It is December 31, 2019 and many custodians have even.
Nov 14, 2019 By Sarah Brenner, JD IRA Analyst Question: Hello Ed, I have received differing views on making a 401 k conversion to a Roth IRA.
I'm a 64 year old retired federal employee and plan to transfer all my funds from the TSP to my traditional IRA.
From there I plan to.
Nov 13, 2019 By Ian Berger, JD IRA Analyst Many 401 k plans must pass two annual nondiscrimination tests: the ADP test and the ACP test.
The November 11 Slott Report discusses the ADP test.
This Slott Report tackles the ACP test and the options available to 401 k plans that fail.
But if you are a high-paid employee, another limit may apply.
Welcome to the IRS.
Nov 7, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi Ed, My question: Is ed slott retirement roadmap 2020 review any way to do a charitable distribution from my IRA before I reach RMD age?
I am recently retired and 65 years old.
Marty Answer: Marty - The number-one requirement to be able to do a.
Nov 6, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Hypersensitivity to caffeine - this is my affliction.
So much so that I limit myself to one energy drink per week.
It must casino monte promo 2020 carlo code opened before noon and should be nursed for a minimum of 90 minutes.
Any violation could result in me.
Nov 4, 2019 By Sarah Brenner, JD IRA Analyst IRAs are for saving for retirement.
However, as these accounts have grown over the years, many IRA owners still have significant funds in their IRA at their death.
This means that estate planning for IRAs is essential.
Oct 31, 2019 By Ian Berger, JD IRA Analyst Question: I am 72 years old and converting my traditional IRA to a Roth IRA a little at a time each year.
Do I need to concern myself with a 5-year rule for earnings if I were to withdraw ALL my Roth IRA at once?
If I do have to address.
If you are close to becoming vested in a retirement benefit, it may pay to stick it out until you have enough.
Oct 28, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Buckle your seatbelt and hang on to your hat.
This ride could get bumpy.
We are about to embark on a conversation that might give some readers vertigo or whiplash or all of the above.
An article I wrote about the two 5-year clocks.
Oct 17, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, I was wondering, will incorrect information on a Beneficiary Designation form cause it to be invalid?
I see forms with a wrong or missing date of birth, or ones listing more than one beneficiary, each assigned.
Oct 16, 2019 By Andy Ives, CFP®, AIF® IRA Analyst My wife teaches elementary school kids.
Been at it for years.
Long enough to have former students visit her classroom as adults.
She was put on this Earth to teach.
Even at this early age, and oftentimes through.
Oct 14, 2019 By Sarah Brenner, JD IRA Analyst There are always questions that come up as to the correct way to handle the required minimum distribution RMD for the year of death of the IRA owner.
Here are three things you need to know about the year of death RMD.
Oct 10, 2019 By Ian Berger, JD IRA Analyst Question: I turn 70 ½ this year and my last day of work was September 30, 2019.
Oct 3, 2019 By Sarah Brenner, JD IRA Analyst Question: I attended the two-day event in Washington DC.
Is there any news on the attempts in Congress to change the stretch-out?
Jim Answer: Hi Jim, It sounds like you are asking about the status of the Setting Every Community Up For.
Oct 2, 2019 By Sarah Brenner, JD IRA Analyst October is upon us.
This means fall is in full swing.
Along with football, pumpkin-spice everything and stocking up on candy for trick-or-treat come four important October 15 deadlines you will not want to miss!
Sep 26, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Question: I am still working at age 71 and don't really need the required minimum distributions RMDs from my rollover IRA.
The IRA was funded largely with distributions from a tax-qualified pension plan and a tax-qualified 401 k.
Sep 25, 2019 By Andy Ives, CFP®, AIF® IRA Analyst My son is 14.
I make every effort to expose him to a wide array of cultural elements.
A variety of music.
Sep 23, 2019 By Sarah Brenner, JD IRA Analyst Retirement accounts are supposed to be for saving for retirement.
If you tap your retirement savings before reaching age 59 ½, you run just click for source risk of being hit with the 10% early distribution penalty.
However, there are exceptions to this.
Sep 20, 2019 By Ian Berger, JD IRA Analyst Question: Here is the situation.
The mother is deceased and the father is in jail.
He has two minor kids that need the money out of his traditional IRA.
Could all of the money be taken out and considered a hardship distribution to avoid.
Sep 18, 2019 By Ian Berger, JD IRA Ed slott retirement roadmap 2020 review Like cassette tapes and slide rules, defined benefit DB plans are becoming relics of the past.
Today, that number is less than.
Sep 16, 2019 By Andy Ives, CFP®, AIF® IRA Analyst People stumble over themselves all the time.
Bad advice is provided, misinformation gets freely disseminated, and sometimes normally smart individuals do less-than-smart things.
Stories of good folks fouling up their learn more here />The information has always been helpful and clearly explained.
She recently inherited an IRA from.
Sep 11, 2019 By Sarah Brenner, JD IRA Analyst Are you questioning that IRA contribution you made for 2018?
Maybe you made a Roth IRA contribution and then discovered your income was too high.
Maybe you made a traditional IRA contribution but you were ineligible due to your age.
Sep 9, 2019 By Ian Berger, JD IRA Analyst If you run a small company, you may be reluctant to offer a retirement plan to your employees because of the cost of plan administration and compliance.
Sep 5, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Question: Could you please direct me to information that tells me how any conversions I make from my regular IRA to a Roth will be taxed.
My belief was that the amount of any conversion will be taxed at whatever my tax bracket is.
Sep 4, 2019 By Andy Ives, CFP®, AIF® IRA Analyst As I write, Hurricane Dorian is pummeling the Bahamas, churning the ocean and producing catastrophic damage.
Forecasts suggest the storm will sweep north and brush the east coast of Florida, which is where I.
Sep 3, 2019 By Sarah Brenner, JD IRA Analyst The calendar is turning to September and Starbucks is once again selling pumpkin spice lattes.
We can all agree that education is expensive.
If you have children, you know that you cannot afford to miss out on.
Aug 29, 2019 By Ian Berger, JD IRA Analyst Question: Hello, I have an IRA from my deceased father.
The beneficiary is my mother, but she passed on before my father.
The IRA custodian is saying this doesn't go through the estate but directly to me.
I thought all IRA's that don't.
Aug 28, 2019 By Ian Berger, JD IRA Analyst Who says getting old is all bad?
Once you reach a certain age, Congress rewards your longevity by letting you contribute an extra amount to your IRA or workplace savings plan — with no strings attached.
Aug 26, ed slott retirement roadmap 2020 review By Andy Ives, CFP®, AIF® IRA Analyst Every year thousands of traditional IRA account owners turn 70 ½ bdo custom quick slot 2020 old.
In addition, each year thousands of younger non-spouse beneficiaries inherit traditional and Roth IRA accounts.
What do these two groups of people have in.
We are trying to confirm that a rollover would still be valid even if the Form 1099-R and 5498 may be.
Aug 21, 2019 By Sarah Brenner, JD IRA Analyst IRAs have now been around for decades.
This means these accounts are now being inherited by beneficiaries and even, increasingly, by successor beneficiaries.
Here are 3 things you must know if you are a successor beneficiary who.
Aug 19, 2019 By Ian Berger, JD IRA Analyst You may know that you participate read more a DC retirement plan.
But what exactly does that mean?
Aug 19, ed slott retirement roadmap 2020 review By Ian Berger, JD IRA Analyst You may know that you participate in a DC retirement plan.
But what exactly does that mean?
Aug 15, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, I have heard Ed speak at several different Wells Fargo events and he spoke one time about clients who over contribute to their 401 k.
I believe there was a strategy where they can move the excess to an IRA.
Aug 14, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Just as IRA and 401 k plans have different levels of bankruptcy protection, so too do other possessions.
Whether these assets are qualified or not, there are ways to shield oneself from creditors.
Case in point - in order to.
Aug 12, 2019 By Sarah Brenner, JD IRA Analyst The Setting Every Community Up For Retirement Enhancement SECURE Act recently passed the House of Representatives by a large margin.
It is currently stalled in the Senate.
This bill includes a multitude of provisions that would.
Aug 8, 2019 By Ian Berger, JD IRA Analyst Question: As I understand it, a contribution would be income tax free when sent directly from an IRA to a 501 c 3 organization.
It is not clear to me if the distributions still will affect my MAGI that in turn will affect Medicare Part.
Aug 7, 2019 By Ian Berger, JD IRA Analyst Participating in a company plan, like a 401 k or 403 b plan, is a great way to save for retirement.
Aug 5, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Many company retirement plans — like a 401 k — offer company stock as an investment option.
Under special tax rules, a plan participant can ed slott retirement roadmap 2020 review the stock and pay regular ordinary income tax on it, but only on the original.
Aug 1, 2019 By Sarah Article source, JD IRA Analyst Question: Hi Ed, I have heard conflicting reports.
Would the proposed SECURE Act affect Roth IRAs?
Or, is the elimination of the stretch on for Traditional IRAs?
Chad Answer: Hi Chad, There does seem to be a lot of.
Jul 31, 2019 By Sarah Brenner, JD IRA Analyst You may wonder about naming your trust as your IRA beneficiary.
For some that may be the way to go, but you should be careful.
Trusts are not for everyone.
There are trade-offs and consequences.
Trusts as IRA beneficiaries create.
Jul 29, 2019 By Ian Berger, JD IRA Analyst Sometimes it pays to go solo.
Who Can Have a.
Is the economy really.
Jul 22, 2019 By Sarah Brenner, JD IRA Analyst Cherry jackpot casino no deposit bonus 2020 is not unusual for many workers today to have a side gig.
So, they operate their own business on the side.
The extra income can be.
Jul 18, 2019 By Ian Berger, JD IRA Analyst Question: I read your November 29, 2017 explanation of rollovers and the time limitations.
But my issue is still unclear to me.
In December 2018, my husband made a transfer from his 401 k to an IRA to a Roth IRA.
We intended to do the.
In other words, what qualifies a qualified plan to be.
Both offer tax-free earnings and allow the account owner to pass tax-free dollars to their beneficiaries.
However, despite the ubiquity of Roth.
Jul 11, 2019 By Sarah Brenner, JD IRA Analyst Question: I have read your updates and shared information regarding the SECURE bill that is in the Senate currently.
The information discusses the non-spouse beneficiaries of IRAs will need to take distributions over 10 years as a.
But sometimes, like when you back into a parking spot in anticipation of beating the traffic after a sporting event or concert, you must shift gears to reverse.
So it is with.
Just like those summer irritations, 401 k plan loans have their own annoying rules that can make them risky transactions.
Fortunately, a provision of the 2017 tax reform law applied a.
Jul 3, 2019 By Sarah Brenner, JD IRA Analyst Happy 4th of July to all the loyal readers of the Slott Report!
This summer holiday is a time for barbecues.
This is a time when all ages come together to celebrate.
Families will gather to grill hot dogs, roast marshmallows and watch.
Jul 1, 2019 By Sarah Brenner, JD IRA Analyst Did you inherit an IRA from someone who is NOT your spouse?
This is not uncommon.
Maybe you inherited from a sibling or a parent or a friend.
If this is your situation, you will want to proceed with caution.
My question is with regards to NUA — I retired recently age 66 and had a company 401 k to.
Jun 26, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Prior to 2002, a default option for paying out required minimum distributions from an inherited IRA to a beneficiary was the 5-year rule.
If the IRA owner died before their required beginning date and an election was not made in a.
Jun 24, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Roth IRAs are a wonderful way to save for retirement.
Plus, most custodians allow Roth IRA dollars to be.
Jun 20, 2019 By Sarah Brenner, JD IRA Analyst Question: I set up a Roth outside my employee retirement plan.
I retired on 10-01-2018.
I set up an automatic contribution to my Roth IRA from my checking account and, up to this day, still continue to contribute to the Roth IRA.
Jun 19, 2019 By Sarah Brenner, JD IRA Analyst The road to retirement is long.
Along the way you may need or want to move your retirement funds.
Maybe you are leaving a job or maybe you are just looking for a new investment strategy.
When the time comes to make a move, you will.
Jun 17, 2019 By Sarah Brenner, JD IRA Analyst Every single month since January of 2014, Billy Joel has headlined a sold-out show at Madison Square Garden.
Demand for tickets to see the Piano Man has not waned.
Ticket sell out quickly.
Millions of fans will attest that Billy Joel.
Jun 14, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Question: I am over 70.
My question is - can I take the mandatory distribution which I will pay taxes on anyway and then roll the.
Jun 12, 2019 By Andy Ives, CFP®, AIF® IRA Analyst A time machine would no deposit bonus codes 2020 mobile slots cool to have.
Even if it only worked on financial assets, it sure would come in handy.
One might jump into the future and see if an investment paid off, or you could look around to see where the smart money.
Jun 10, 2019 By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule is the formula used to determine how much of a distribution is taxable when an IRA account consists of both pre-tax and after-tax basis dollars.
The rule requires that all SEP, SIMPLE, and traditional IRAs be.
Jun 6, 2019 By Sarah Brenner, JD IRA Analyst Question: I am a financial advisor and want to be clear on something.
If a client has a SIMPLE IRA that they are contributing to and have an IRA and are link />Jun 5, 2019 By Sarah Brenner, JD IRA Analyst When it comes time to calculate your required minimum distribution RMD from your IRA, you may wonder which life expectancy table to use.
Last updated by the IRS back in 2002, have pokerstars 2020 bonus think are three possible tables for IRA owners and.
Jun 3, 2019 By Sarah Brenner, JD IRA Analyst SIMPLE IRAs are not so simple.
One factor that makes SIMPLE IRAs tricky is that they are subject to unique rules, found nowhere else in the tax code, such as the two-year holding period.
Two-Year Holding Period When does the two-year.
That will not generate enough cash flow to support their needs.
He also has an additional.
May 29, 2019 By Sarah Brenner, JD IRA Analyst The IRS has announced the 2020 inflation-adjusted limits for Health Savings Accounts HSAs.
May 28, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Employer-sponsored retirement plans, like 401 k and 403 b plans, have some definitive benefits vs.
For example, company plans provide an unlimited amount of protection from bankruptcy, while IRA contributions and.
May 23, 2019 By Sarah Brenner, JD IRA Analyst Question: I have a question about avoiding RMDs for a still-working 73 year-old in a 401k plan.
I realize most people my age are looking forward to retirement, but I love what I do and am delighted to continue to be able to work.
May 22, 2019 By Andy Ives, CFP®, AIF® IRA Analyst After a recent Ed Slott conference in Dallas, Texas, I found myself sitting in a hotel café, surrounded by travel bags, having pizza with a few meeting attendees with later flights.
May 16, 2019 By Sarah Brenner, JD IRA Analyst If you are planning on doing a 60-day rollover with your IRA funds, be sure you understand same-property rule.
This is one of the lesser known rules that apply to down casino promo 2020 and is one many taxpayers find confusing.
May 16, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Question: I recently inherited a traditional IRA from my mother.
I mistakenly asked for a lump sum to be paid to me by the custodian.
I realized after the fact that I wanted to set up a stretch IRA.
May 15, 2019 By Sarah Brenner, JD IRA Analyst With college costs almost certain to keep increasing each year, parents need to explore every possible tool available to meet the challenge of paying for higher education.
Roth IRAs are not just for retirement savings.
They can ed slott retirement roadmap 2020 review a.
Tax-free earnings over a lifetime can add up to a serious chunk of change.
However, in order to receive those tax-free earnings, rules must be followed and timeframes must.
May 9, 2019 By Jeremy T.
He was not required to take his RMD in 2018 from his 401k since he was still working he did take his 2018 RMD from his IRA.
May 8, 2019 By Jeremy T.
Rodriguez, JD IRA Analyst To discourage early access to amounts invested in IRAs and company retirement plans, the IRS imposes a 10% early distribution penalty on withdrawals before age 59 ½.
Even though Roth IRAs consist of after-tax contributions, the.
May 6, 2019 By Sarah Brenner, JD IRA Analyst In the wake of tax reform, more IRA owners are making use of the Qualified Charitable Distribution QCD strategy.
This is a side effect of redbet casino no deposit bonus 2020 people choosing to itemize and instead going with the larger standard deduction.
May 6, 2019 By Sarah Brenner, JD IRA Analyst In the wake of tax reform, more IRA owners are making just click for source of the Qualified Charitable Distribution QCD strategy.
This is a side effect of fewer people choosing to itemize and instead going with the larger standard deduction.
Apr 30, 2019 By Jeremy T.
Under this tax concept, the gains on the employer stock that are distributed according to the NUA rules.
Apr 25, 2019 By Sarah Brenner, JD IRA Analyst Question: My sister is 72 years old and quite philanthropic.
Much of her traditional IRA RMD she donates to various charities.
Is it possible for her to instruct the IRA trustee to send the money directly from her IRA account to the.
Apr 24, 2019 By Sarah Brenner, JD IRA Analyst The House Ways and Means Committee recently passed the Setting Every Community Up for Retirement Enhancement Act of 2019 the SECURE Act.
This bill includes a number of measures designed to strengthen retirement savings.
Apr 17, 2019 By Jeremy T.
Rodriguez, JD IRA Analyst If the dictionary had pictures next to each word, the U.
Mistakes cost money, in.
Apr 15, 2019 By Sarah Brenner, JD IRA Analyst Today is April 15, 2019.
This is deadline for filing your 2018 federal income tax return, unless you have an extension.
This tax season was the first one where we saw the impact of the Tax Cuts and Jobs Act.
Wholesale changes to the.
Apr 11, 2019 By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, I have a question for a situation I have never come across before.
Qualifying criteria for membership includes completing specified educational courses offered by Ed Slott Group.
Ed Slott Group membership requirements include the payment of annual dues.
Walker or Fortress Financial is stated or implied.
Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Fortress Financial.