“Third-party posts from Ed Slott’s IRA Blog:”

IRA BLOG

QCDs and RMDs: Today’s Q&A Mailbag

Question: Can you please advise regarding the following: I’m 63 years old and am required to take a yearly RMD [required minimum distribution] from my deceased Mom’s IRA (BDA).  In order to save on taxes, am I allowed to have my financial institution send the RMD...

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3 Investing Mistakes to Avoid with Your IRA

Beware of making these 3 mistakes with your IRA… 1. Late Investments  If, like so many people, you made your IRA contribution for 2017 only recently in 2018, just before the 2017 tax return filing deadline, you missed earning up to 15 months of pre-tax investment...

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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Qualifying criteria for membership includes completing specified educational courses offered by Ed Slott Group. Ed Slott Group membership requirements include the payment of annual dues. Logos and/or trademarks are property of their respective owners and no endorsement of (Henry Cesena) or (Dunhill Insurance Services, Inc.) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Dunhill Insurance Services, Inc..

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