Ed Slott’s IRA Corner2022-05-17T13:55:39+00:00

ED SLOTT’S IRA CORNER

Here at Ethos Capital Advisors, we want to help you understand your needs and current financial goals, so we post a weekly blog. We hope you find Ed Slott’s IRA Corner helpful in your retirement journey, and if you would like to learn more you can click below to begin.

Let’s Get Started!

Categories

Archives

YEAR-OF-DEATH RMD

Lifetime required minimum distributions (RMDs) start in the year when an IRA owner turns 72. Technically speaking, the “required beginning date” for RMDs is April 1 of the year after a person turns 72. Once RMDs start, you must withdraw annually on a calendar year basis. If you miss an [...]

August 15th, 2022|

STILL-WORKING EXCEPTION

Are you nearing retirement age and not looking forward to taking unwanted required minimum distributions (RMDs) from your retirement account? You may be looking for a strategy to delay those distributions. The “still-working exception” allows RMDs to be delayed. Will this exception help you? The still-working exception has some limits. [...]

August 10th, 2022|

ACCURACY-RELATED PENALTY

If a retirement account transaction becomes a taxable distribution, you probably know you will owe taxes and possibly the 10% early distribution penalty (if under age 59 ½) on the distribution. But what you may not know is there might be a surprise. On top of the additional taxes and [...]

August 8th, 2022|
Ed Slott Secure Act Guide

THE SECURE ACT:
Here’s What It Means For You

On December 20, 2019, a $1.4 trillion spending bill was signed into law in order to keep the government running. Tucked away inside this mammoth piece of legislation was the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This law includes significant changes to retirement accounts. How will it affect you and your retirement savings?

LEARN MORE – GET THE GUIDE!

ED SLOTT’S LIBRARY:
… In 5 Easy Steps – Guides

Calculating IRD Deduction

Calculating IRD Deductions…

DOWNLOAD

Calculating NUA

Calculating NUA (Net Unrealized Appreciation)…

DOWNLOAD

To Convert or Not To Convert

To Convert or Not To Convert…

DOWNLOAD

Determining Tax on Roth IRA Distributions

Determining Tax on Roth IRA Distributions…

DOWNLOAD

Navigating Healthcare Taxes

Navigating Healthcare Taxes…

DOWNLOAD

Planning For A Disaster

Planning For A
Disclaimer

DOWNLOAD

Recharacterizing A Roth IRA/Roth Contribution

Recharacterizing A Roth IRA/Roth Contribution…

DOWNLOAD

Using A Tax Refund To Fund An IRA

Using A Tax Refund To Fund An IRA…

DOWNLOAD

Calculating The Pro-Rata Rule

Calculating The Pro-Rata Rule…

DOWNLOAD

Calculating Your RMD

Calculating
Your RMD…

DOWNLOAD

Planning For Health Savings Account Distributions

Planning For Health Savings Account Dist…

DOWNLOAD

Fixing A Missed RMD

Fixing A
Missed RMD…

DOWNLOAD

Navigating Qualified Charitable Distributions

Navigating Qualified Charitable Dists…

DOWNLOAD

Planning For Multiple Beneficiaries

Planning For Multiple Beneficiaries…

DOWNLOAD

PHARMACEUTICAL BENEFIT PLANNING

ATTEND OUR NEXT EVENT

BROWSE OUR LIBRARY

Pharmaceutical Benefit Planning

Our advisors can help you navigate the complexities of your benefit plan so you can refine your
decision-making and pursue the retirement goals you have worked hard to secure.

MERCK

JOHNSON & JOHNSON

Go to Top