Ed Slott’s IRA Corner2022-10-18T20:25:12+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. Content posted in Ed Slott’s IRA Corner was developed and produced by Ed Slott & Co. to provide information on a topic that may be of interest. Ed Slott and Ed Slott & Co. are not affiliated with Ethos Capital Management, Inc. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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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?

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

Calculating IRD Deduction

Calculating IRD Deductions…

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Calculating NUA

Calculating NUA (Net Unrealized Appreciation)…

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To Convert or Not To Convert

To Convert or Not To Convert…

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Determining Tax on Roth IRA Distributions

Determining Tax on Roth IRA Distributions…

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Navigating Healthcare Taxes

Navigating Healthcare Taxes…

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Planning For A Disaster

Planning For A
Disclaimer

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Recharacterizing A Roth IRA/Roth Contribution

Recharacterizing A Roth IRA/Roth Contribution…

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Using A Tax Refund To Fund An IRA

Using A Tax Refund To Fund An IRA…

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Calculating The Pro-Rata Rule

Calculating The Pro-Rata Rule…

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Calculating Your RMD

Calculating
Your RMD…

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Planning For Health Savings Account Distributions

Planning For Health Savings Account Dist…

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Fixing A Missed RMD

Fixing A
Missed RMD…

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Navigating Qualified Charitable Distributions

Navigating Qualified Charitable Dists…

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Planning For Multiple Beneficiaries

Planning For Multiple Beneficiaries…

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PHARMACEUTICAL BENEFIT PLANNING

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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.

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