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?
Beneficiary Information:
Planning for Multiple Beneficiaries Planning for a Disclaimer