Recent Posts

• Inherited Roth IRAs and IRA Transfers: Today’s Slott Report Mailbag May 29, 2025
• Misconceptions About the Still-Working Exception May 28, 2025
• Backdoor Roth Conversions and IRA Losses: Today’s Slott Report Mailbag May 22, 2025
• 10 Things Retirees Should Stop Spending On Now May 22, 2025
• Taking Tax-Free Distributions from Your HSA May 21, 2025
• Self-Certification After 60 Days: 12 Reasons May 19, 2025
• Weekly Market Commentary May 18, 2025
• 10 Simple Financial Tasks You Can Tackle in an Hour May 15, 2025
• First RMD Year and Roth IRA 5-Year Period: Today’s Slott Report Mailbag May 15, 2025
• How the Compensation Limit Affects Retirement Plan Benefits May 14, 2025
• New Reporting for 2025 QCDs May 12, 2025
• Weekly Market Commentary May 11, 2025
• 4 Key Decisions for Early Retirement May 9, 2025
• Roth Conversions and 401(k) Distributions: This Week’s Slott Report Mailbag May 8, 2025
• Check Both Boxes for Tax-Free Roth IRA Earnings May 7, 2025
• How Plan After-Tax Contributions Are Taxed When Converted May 5, 2025
• Weekly Market Commentary May 4, 2025
• How to Plan for Retirement Like a Veteran May 1, 2025
• Basis In Your Traditional IRA May 1, 2025
• Basis In Your Traditional IRA April 30, 2025