IRA Quick Info

Ed Slott, CPA is a nationally respected expert on IRAs and some of the problems that can result when people don't understand the regulations that concern them.  Click on the topic for more information and guidance:

Avoiding IRA Mistakes:

Avoiding the 10% penalty   Avoiding Mistakes in a Divorce  

Avoiding Spousal Beneficiary Mistakes 

Protecting IRAs from Prohibited Transactions   Avoiding Charitable IRA Mistakes   

 Avoiding 60 Day Rollovers   Avoiding 72(t) Mistakes

Roth IRA Information:

Determining Tax on Roth Distribution   To Convert or Not to Convert to Roth?  

Recharacterizing Roths

Beneficiary Information:

Planning for Multiple Beneficiaries   Planning for a Disclaimer