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We educate advisors and consumers on how to win the second half of the game: the distribution phase.
The 5-year payout is not a requirement under the code.
The only time a designated beneficiary would use the 5-year rule would be if the document required it.
In today's Slott Report, we explain beneficiary options after an IRA owner passes away: 路 As June comes to an end, have you helped all your clients check their game plan to make sure it still matches their long-term goals?
Download our free 2019 Half-Time Strategy Report for a step-by-step guide you through the process: 路 accounts are a great way to save for retirement.
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While this sounds great, there are still some things you should be aware of.
More in today's Slott Report: 路 The recently released a new draft of its W-4 form.
Ed shares his expert insight here: 路 In today's Slott Report Mailbag, we answer consumer questions regarding rollovers and contributions.
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However, when both pre and after-tax dollars exist, things can get tricky.
Full Article here: 路 In today's Slott Report Mailbag, we answer consumer questions regarding SIMPLE and 72 t payments.
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In today's Slott Report, we explain the three possible tables for IRA owners and beneficiaries: 路 Ed is in Blue Bell, PA tonight, doing a consumer event for Master Elite Advisor Joel Goodhart of Bire Financial Services!
路 With the releasing a new draft of its W-4 form last week, Ed warns via that taxpayers should pay close attention when it comes time to fill out the new forms.
Read the full article here: 路 SIMPLE are in fact, not so simple!
One factor that makes SIMPLE tricky is that they are subject to unique rules, found nowhere else in the code.
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Read the full article here: 路 In today's Slott Games downloads for mac Mailbag, we address consumer questions regarding 72 t payments and Required Minimum Distributions.
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Find out more in today's Slott Report: 路.