NUA – TRIGGER ACTIVATORS!

By Andy Ives, CFP®, AIF® IRA Analyst The goal of the net unrealized appreciation (NUA) tax strategy is to enable a person to pay taxes on the appreciation of company stock formerly in a work plan at long term capital gain rates as opposed to ordinary income rates. The...

4 THINGS WE ARE TALKING ABOUT AT THE SLOTT REPORT AT THE END OF 2022

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport The holidays are right around the corner, and 2022 is drawing to a close. The end of the year is always a busy time with retirement account deadlines and preparations for the...

HOW ARE 2023 RMDS CALCULATED FOR BENEFICIARIES WHO GOT RMD RELIEF ?

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport As we’ve reported, the IRS recently said it would waive the 50% penalty on RMDs missed in 2021 and 2022 for IRA beneficiaries subject to the 10-year payout rule who inherited in 2020 or 2021. These...

IRA TRANSACTIONS THAT CAN BE MISSED

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Not every IRA transaction is easily identifiable. Some require a little legwork to reveal or report what occurred. Some transactions are not even labeled on official IRS tax forms and can go...

THE REQUIRED BEGINNING DATE IS NOW A “REALLY BIG DEAL”

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport When it comes to IRAs and workplace plans, the concept of the “required  beginning date” (RBD) is a “really big deal” again. The RBD is the first date you’re required to start required minimum...