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- QCDs and RMDs Before Roth Conversions: Today’s Slott Report MailbagBy Ian Berger, JD IRA Analyst Question: I read your blog titled “5 Things You Need to Know About Qualified… Read more: QCDs and RMDs Before Roth Conversions: Today’s Slott Report Mailbag
- Annuities 101: Why They’re (Sometimes) a Great Idea for Retirement
Quick Take Annuities are insurance contracts that can turn a portion of your savings into guaranteed income you can’t outlive.… Read more: Annuities 101: Why They’re (Sometimes) a Great Idea for Retirement - Good Reasons to Name a Trust as IRA BeneficiaryWhen a trust is named as beneficiary of an IRA, several possible negative issues may be introduced. For example, after… Read more: Good Reasons to Name a Trust as IRA Beneficiary
- State Tax Treatment of 529-to-Roth IRA RolloversBy Ian Berger, JD IRA Analyst By now, most of you probably know about the SECURE 2.0 Act provision permitting… Read more: State Tax Treatment of 529-to-Roth IRA Rollovers
