The Secure Act caps the time nonspouse beneficiaries have to cash out inherited IRAs at 10 years after death, which creates a shorter window for the inherited IRA to be taxed. In 2025, the Secure Act ...
Tax and retirement planning expert Ed Slott discusses the ins and outs of distributions for these frequently inherited investment accounts. The original Secure Act eliminated the stretch IRA and put ...
Most people take RMDs toward the end of the year, which is probably better if you’re doing other things like qualified charitable distributions. First-time RMD takers can delay until April 1, but they ...
On this episode of The Long View, Ed Slott, president and founder of Ed Slott and Company, shares his advice for tax planning in retirement at year-end, new rules for inherited IRAs, and how to deal ...
Retirement planning guru Ed Slott urged advisors to call their clients and tell most of them not to put more money into their 401(k)s or IRAs, but to use Roth IRAs instead. “You want them to lower ...
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