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Third-party articles and content shared by Triple Crown Estate, Wealth & Insurance are for informational purposes only. We do not guarantee the accuracy or completeness of third-party information, and the views expressed do not necessarily reflect our own. This content should not be considered legal, tax, investment, insurance, or financial advice.
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Third-party articles and content shared by Triple Crown Estate, Wealth & Insurance are for informational purposes only. We do not guarantee the accuracy or completeness of third-party information, and the views expressed do not necessarily reflect our own. This content should not be considered legal, tax, investment, insurance, or financial advice.
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Ed Slott’s Elite IRA Insurance Specialist 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 (Triple Crown Estate, Wealth & Insurance) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Triple Crown Estate, Wealth & Insurance.
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IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I have two IRA annuities with different insurance companies. One of my annuities is maturing and I would like to transfer it upon maturity to a different insurance company. Do I need to take my 2025 required...
When You SHOULD Name a Trust as IRA Beneficiary
By Sarah Brenner, JD Director of Retirement Education Here at the Slott Report we hear many stories about trusts being named as IRA beneficiaries and the problems that follow. Often, there seems to be no purpose for naming the trust and it brings unnecessary...
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 conversions, all of their IRA RMDs must be satisfied. (See this prior Slott Report post: “New Rule: All 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 or some tax. Is this a scam? Thank you in advance. Bill Answer: Hi Bill, There is no way for...
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 that no annual required minimum distributions (RMDs) are required for these accounts. Does this...
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 have our blind spots. Even seasoned Insurance Specialist with extensive client lists can overlook...
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 on with a few Insurance Specialist and CPAs regarding the 5-year rule for Roth IRA conversions. I was...
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 high-deductible health plan, you may make a deductible contribution to an HSA. There are no income...
Self-Certification After 60 Days: 12 Reasons
Third-party articles and content shared by Triple Crown Estate, Wealth & Insurance are for informational purposes only. We do not guarantee the accuracy or completeness of third-party information, and the views expressed do not necessarily reflect our own. This content should not be considered legal, tax, investment, insurance, or financial advice.
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