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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. Logos and/or trademarks are property of their respective owners and no endorsement of (Charter Financial Group) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Charter Financial Group.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
Basis In Your Traditional IRA
By Sarah Brenner, JD Director of Retirement Education While most distributions from a traditional IRA are taxable, sometimes distributions can include after-tax...
72(t): Switching Methods in a Market Downturn
By Andy Ives, CFP®, AIF® IRA Analyst When a person under the age of 59½ needs access to his IRA dollars, there is a 10% early withdrawal penalty applied to any...
RMD Calculation and Direct Roth Conversions: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: At age 71, I’m not yet subject to required minimum distributions (RMDs) from my IRA or workplace retirement accounts. However,...
After-Tax 401(k) Contributions Shouldn’t Be an Afterthought
By Sarah Brenner, JD Director of Retirement Education With the popularity of Roth 401(k) contributions, after-tax (non-Roth) employee contributions have gotten short...
3 Retirement Account Moves You Can Still Do for 2024
By Sarah Brenner, JD Director of Retirement Education The April 15 tax-filing deadline has come and gone. However, for some 2024 retirement account...
Once-Per-Year Rollover Rule and RMD Aggregation: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst Question: Are rollovers done by a spouse beneficiary subject to the once-per-year IRA rollover rule? The IRA funds were...
NUA: “Resetting” Cost Basis
By Andy Ives, CFP®, AIF® IRA Analyst The recent market ride has been nuts. It is certainly no fun for anyone who owns stock or stock funds. Many of us are...
Still Waiting for IRS Guidance on IRA Self-Correction Program
By Ian Berger, JD IRA Analyst In the 2022 SECURE 2.0 legislation, Congress gave the IRS two years – until December 29, 2024 – to come up with rules allowing IRA...
Rollovers and Required minimum Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: A 401(k) plan participant over age 73 wants to roll over his account to a new IRA. I understand that he must take...
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Daytona Beach, Florida
1616 Concierge Blvd., 1st Floor – #100
Daytona Beach, FL 32117
Office: 386-492-9472
Or: 239-244-8644
Mark@CharterFinGroup.com
