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Showing posts with label IRAtv. Show all posts
Showing posts with label IRAtv. Show all posts

Your 2014 Retirement Planning Building Blocks

It's never too late (or early) to get started on your 2014 retirement planning. There are certain building blocks that Ed Slott, America's IRA Expert, believes are the foundational keys to a successful long-term retirement plan. He goes through them in considerable detail in the IRAtv video below (click here to watch in browser), and here's a quick-hitting list of the key building blocks.
  1. Contribute to an IRA now in 2014 (until April 15, 2014) for 2013 tax (and retirement) planning
  2. Max out your IRA contribution (remember: an extra $1,000 if you are age 50 or older)
  3. Speed up the cycle - contribute early
  4. Avoid the Roth IRA misconceptions

-By Ed Slott and Jared Trexler

IRAtv: 65-Day Rule for IRA Trust Beneficiaries and Trustees

retirement planning, IRA videosThe 60-day IRA rollover rule is well documented, but there's another special rule (the 65-day rule) for IRA trust beneficiaries and trustees. Ed Slott IRA Technical Expert Jeffrey Levine takes you through the nuts and bolts of the rule in the IRAtv video below.

If you can't view the video, click here to watch Jeff's look at the 65-day rule for IRA trust beneficiaries and trustees. And remember to subscribe to Ed Slott and Company's IRAtv so you receive the latest videos in your inbox.

-By Jeffrey Levine and Jared Trexler

Contribute Early to Retirement Accounts for Best Success

IRA contribution early in the year
Contributing to a retirement account EARLY in your life and EARLY in the year can pay big dividends over the long run. How? The magic (well, not quite magic) of compound interest goes to work and increases its power with time, more time between opening a retirement account and needing the money and more time in a year to collect on the average rate of return.

Ed Slott and Company IRA Technical Consultant Jeffrey Levine uses some example formulas in the video below to illustrate compound interest's power and how contributing early is the best way to take advantage of it.

Click here if you can't view the video, and make sure to subscribe to our IRAtv YouTube channel for the latest tax-saving and retirement planning strategies and information.

-By Jeffrey Levine and Jared Trexler

Roth IRA 5-Year Rules, Same-Sex Marriage Retirement Plan Guidance, Paying for a 2010 Roth Conversion

ed slott IRA information
The Roth IRA 5-year rules. The Department of Labor's recent guidance on how to treat same-sex marriage for employer retirement plans. Ways you could STILL be paying for a 2010 Roth IRA conversion.

Last week, America's IRA Experts descended on San Diego, California for our 2-Day IRA Workshop, Instant IRA Success. While we were in San Diego, we took the time to record some interactive, informational roundtables from the 30th floor overlooking the bay at the beautiful Grand Manchester Hyatt.

Below are 3 videos with our IRA Technical Experts and Slott Report staff writers. Enjoy this look at just a touch of the information covered over 2 days in San Diego. And if you are looking to gain a step on the competition and take your education to the next level, join us for our next 2-Day IRA Workshop in New Orleans on January 30-31, 2014.

And make sure to enter the Optional Registration Code "EARLY BIRD" to Save $500 off the full price.




IRAtv: Ed Slott's IRA Rollover Steps to Success

Ed Slott IRA and Retirement VideosEd Slott, America's IRA Expert, details the IRA rollover rules and procedures so you can avoid needless taxes and penalties on your rollovers from employer plans (401(k)s for example) to IRAs or from one IRA to another IRA. Ed Slott takes you through the steps to IRA rollover success! View this IRAtv video below.

- By Ed Slott

IRAtv: Roth IRA Contribution and Conversion Differences and Limits

Ed Slott answered a consumer question about Roth IRA contributions and conversions in this installment of IRAtv. America's IRA Expert details the differences, limits and processes involved with Roth IRA contributions and conversions. You can subscribe to our IRAtv page by CLICKING HERE. 
IRAtv videos can also be seen here at The Slott Report and at our website, www.IRAhelp.com.

-By Ed Slott and Jared Trexler

Ed Slott Video: Naming a Trust as an IRA Beneficiary

Sometimes, you want to leave your IRA to a minor beneficiary but don't trust him or her to leave the inheritance alone once they turn legal age. One way around this is to use a trust. Ed Slott, America's IRA Expert, answers a listener's question about this very topic and provides some information on how to go through the process properly as well as the pros and cons.