Your 2014 Retirement Planning Building Blocks

It's never too late (or early) to get started on your 2014 retirement planning. There are certain building blocks that Ed Slott, America's IRA Expert, believes are the foundational keys to a successful long-term retirement plan. He goes through them in considerable detail in the IRAtv video below (click here to watch in browser), and here's a quick-hitting...

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IRAtv: 65-Day Rule for IRA Trust Beneficiaries and Trustees

The 60-day IRA rollover rule is well documented, but there's another special rule (the 65-day rule) for IRA trust beneficiaries and trustees. Ed Slott IRA Technical Expert Jeffrey Levine takes you through the nuts and bolts of the rule in the IRAtv video below. If you can't view the video, click here to watch Jeff's look at the 65-day rule for IRA...

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Contribute Early to Retirement Accounts for Best Success

Contributing to a retirement account EARLY in your life and EARLY in the year can pay big dividends over the long run. How? The magic (well, not quite magic) of compound interest goes to work and increases its power with time, more time between opening a retirement account and needing the money and more time in a year to collect on the average rate...

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Roth IRA 5-Year Rules, Same-Sex Marriage Retirement Plan Guidance, Paying for a 2010 Roth Conversion

The Roth IRA 5-year rules. The Department of Labor's recent guidance on how to treat same-sex marriage for employer retirement plans. Ways you could STILL be paying for a 2010 Roth IRA conversion. Last week, America's IRA Experts descended on San Diego, California for our 2-Day IRA Workshop, Instant IRA Success. While we were in San Diego, we took...

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IRAtv: Ed Slott's IRA Rollover Steps to Success

Ed Slott, America's IRA Expert, details the IRA rollover rules and procedures so you can avoid needless taxes and penalties on your rollovers from employer plans (401(k)s for example) to IRAs or from one IRA to another IRA. Ed Slott takes you through the steps to IRA rollover success! View this IRAtv video below. 2014 Retirement Guide Helps You...

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IRAtv: Roth IRA Contribution and Conversion Differences and Limits

Ed Slott answered a consumer question about Roth IRA contributions and conversions in this installment of IRAtv. America's IRA Expert details the differences, limits and processes involved with Roth IRA contributions and conversions. You can subscribe to our IRAtv page by CLICKING HERE.  IRAtv videos can also be seen here at The Slott Report and at our website, www.IRAhelp.com. -By Ed Slott and Jared Trexler 2014 Retirement Guide Helps You Save and Stretch Wea...

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Ed Slott Video: Naming a Trust as an IRA Beneficiary

Sometimes, you want to leave your IRA to a minor beneficiary but don't trust him or her to leave the inheritance alone once they turn legal age. One way around this is to use a trust. Ed Slott, America's IRA Expert, answers a listener's question about this very topic and provides some information on how to go through the process properly as well as the pros and cons. 2014 Retirement Guide Helps You Save and Stretch Wea...

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