IRA Alert

Ed Slott tells you everything you need to know about individual retirement accounts.

Displaying 165 results

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January is the new December for charitable contributions

Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing

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Bob Dylan’s tax planning could be tangled up in … green?

The Nobel Prize-winning musician may have sold his song collection, but 'Don’t Think Twice, It’s Alright,' because it’s a good year-end tax strategy

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Last call for coronavirus-related distributions

CRDs are only available until year-end, so advisers should contact any clients who may still benefit from taking a distribution before the option expires

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3 mistakes new IRA beneficiaries are making

Stretch IRA or 10-year rule? Advisers need to explain to clients which set of tax rules applies

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What’s the deal with Trump’s taxes?

Everyone wants to pay less in taxes, and financial advisers can help clients do that, legally

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RMD return relief is over

Here are the rules on IRA rollovers that apply now that the Aug. 31 deadline for using the IRS relief has passed

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RMD relief is here — but only until Aug. 31

Act now to return unneeded required minimum distributions taken prior to the CARES Act

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IRS provides expanded tax breaks for coronavirus-related distributions

The guidance allows more people to withdraw funds penalty-free from their retirement savings

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4 unusual IRA issues related to deaths in 2020

New tax rules for this year may change the results that you expected

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The ABCs of coronavirus-related distributions

Who qualifies to pull money penalty-free from IRAs and company retirement plans under the relief provided by the CARES Act