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The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Secure Retirement Services, deems reliable but in no way does Secure Retirement Services guarantee its accuracy or completeness. Secure Retirement ServicesC had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Secure Retirement Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Secure Retirement Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Jan Knight) or (Secure Retirement Services) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Secure Retirement Services.
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Fixing a Converted RMD…and the Tax Reporting
By Andy Ives, CFP®, AIF® IRA Analyst We know that required minimum distributions (RMDs) cannot be rolled over or converted. Before a person does any Roth IRA...
Roth Conversions and HSA Distributions: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: Recently, I’ve received dozens of emails suggesting that traditional IRA owners can convert to a Roth IRA and somehow avoid all...
Inherited Roth IRAs and IRA Transfers: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Hello, I have a question concerning inherited Roth IRAs. I know that in the past you have said...
Misconceptions About the Still-Working Exception
By Andy Ives, CFP®, AIF® IRA Analyst Regardless of the topic, we could all use an occasional refresher. Retirement account rules are incredibly complicated, and we all...
Backdoor Roth Conversions and IRA Losses: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Thank you for all you do to educate the public. I’m hoping you guys can settle a debate that’s been going...
Taking Tax-Free Distributions from Your HSA
By Sarah Brenner, JD Director of Retirement Education Health Savings Accounts (HSAs) may be one of the biggest tax breaks currently available. If you have a qualifying...
Self-Certification After 60 Days: 12 Reasons
First RMD Year and Roth IRA 5-Year Period: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: Our client is 75 years old. He just retired on January 1, 2025. The company has recognized his retirement date as being...
How the Compensation Limit Affects Retirement Plan Benefits
By Ian Berger, JD IRA Analyst Many retirement plans base employer contributions on employee compensation. For many years, Congress has limited the compensation...
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Secure Retirement Services, deems reliable but in no way does Secure Retirement Services guarantee its accuracy or completeness. Secure Retirement ServicesC had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Secure Retirement Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Secure Retirement Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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