Ed Slott’s IRA Corner2023-07-12T13:54:12+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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IRA EXCEPTIONS AND ANOMALIES

As already-complicated IRA rules spiral further into an abyss of confusion, it comes as no surprise that irregularities exist. Up is down and left is right. Green means stop, and red means throw your hands up in exasperation. And those in charge recognize the lunacy. Case in point: “Many parts [...]

August 9th, 2023|

ROTH CONVERSION CONFUSION

There is no doubt we have written about this topic in past Slott Report entries. Possibly many times. There is also no doubt that people continue to have Roth conversion confusion, over and over again. When a person does a Roth conversion, that transaction will be taxable, and there is [...]

July 31st, 2023|

Q&A’S ON RECENT IRS RMD RELIEF

On July 17, we reported that the IRS had issued the required minimum distribution (RMD) relief in two situations. First, the Service excused 2023 RMDs for certain IRA (and plan) beneficiaries subject to the 10-year payout period. Second, it extended the 60-day rollover deadline for retirement account owners born in [...]

July 26th, 2023|
Ed Slott Secure Act Guide

THE SECURE ACT 2.0
Here’s What It Means For You

On December 29, 2022, the SECURE 2.0 Act was signed into law. While “Son of SECURE” is not quite the game changer for IRAs that the original SECURE Act was, there are many new provisions. How will this legislation affect you and your retirement savings? Download the Guide for some highlights and effective dates.

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ED SLOTT’S GUIDE LIBRARY:
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Avoiding 60-Day Rollover Mistakes…

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Navigating Healthcare Taxes…

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Qualifying Longevity Annuity Contracts…

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Choosing the Right Tax Professional-thumbnail

Choosing the Right Tax Professional…

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Recharacterizing IRA-Roth Contribution-thumbnail

Recharacterizing an IRA/Roth Contribution…

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Beneficiary Form Checklist…

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Choosing the Right Financial Advisor…

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2023 Plan Limits Chart

2023 Contribution Plan Limits…

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Avoiding Financial Mistakes in Divorce…

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Top 10 IRA Rollover Mistakes…

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Using a Tax Refund to Fund an IRA…

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Avoiding Spousal Beneficiary Mistakes…

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Avoiding Non-Spouse Beneficiary Mistakes…

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Contributing to a Health Savings Account…

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Fixing Rollover Mistakes with Self-Certification…

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Calculating an IRD Deduction…

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Planning for Multiple Beneficiaries…

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Six Options For Your Employer Plan Retirement Funds…

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Avoiding Charitable IRA Beneficiary Mistakes…

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Avoiding the 10% Penalty…

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Ed Slott Secure Act Guide

Steven J. Toto, CPF® 
Proud Member of Ed Slott’s IRA Advisor Group

Members of Ed Slott’s Elite IRA Advisor GroupSM train with Ed Slott and his team of IRA professionals on a continuous basis. Members are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Retirement planning is complicated. It is a personal and situational endeavor with possible pitfalls in the way of success. There are approximately 500 members throughout the country and Steven Toto is one of them. He is armed with current, cutting-edge IRA information to help service his clients, their families, and members of the Newtown, PA & Princeton, NJ communities. If you are interested in discussing your situation with Mr. Toto, give us a call today.

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