Posts Tagged ‘Income’

Retirement Plan Checks and 60-Day Rollovers

Generally, when you receive a check from your IRA custodian or employer plan, you have 60 days to rollover the funds to another retirement account, either an IRA or an employer plan. As with most retirement plan rules, this rule comes with two exceptions – one good and one bad. Let’s look at what happens…

Read More

You Must Play by the Rules with RMDs and QCDs: Q&A Mailbag

This week’s Slott Report Mailbag examines Roth IRA transfers, QCDs and RMDs. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. You can find one in your area here. Question: Dear Ed Slott and Company, Thank you for helping me with my question. I’m in the…

Read More

Winning at Life: What Should I Do With My 401k Money?

On Winning at Life with Gregory Ricks, Gregory and James answer questions from viewers on Periscope who are asking common questions about what to do with the money in your 401k. Where do I put it in the market? How much do I put in the market? How do I know if I’m getting killed…

Read More
Call Now Button