SECURE 2.0 ALLOWS ROLLOVERS OF 529 FUNDS TO ROTH IRAS

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport We’re getting a lot of questions about the SECURE 2.0 provision allowing tax-free rollovers from 529 plans to Roth IRAs. Although this new rollover opportunity sounds exciting, there are a number of...

QCDS AND 60-DAY ROLLOVERS: TODAY'S SLOTT REPORT MAILBAG

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: I am confused regarding the requirements for making a qualified charitable distribution. Is it necessary for the donation to be sent directly from the financial...

WHO CAN DELAY THEIR RMD UNDER SECURE 2.0?

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport One of the provisions of the recently passed SECURE 2.0 that has gotten the most attentions is the one that allows some retirement account owners to delay their required...

RMDS UNDER SECURE ACT 2.0: TODAY'S SLOTT REPORT MAILBAG

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: On reading your SECURE 2.0 information, a revised RMD (required minimum distribution) to age 73 was mentioned. Prior to this new legislation, 72 was the RMD age. If this is in effect now in...

SECURE 2.0 CHANGES THAT APPLY TO WORKPLACE PLANS

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport In our December 28 and January 2 Slott Report articles, we focused mostly on the provisions of the new SECURE 2.0 law that apply to IRAs. But many of the law’s changes are directed towards workplace...