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The following link/content may include information and statistical data obtained from and/or prepared by third party sources that Mott Tax Advisory Services, deems reliable but in no way does Mott Tax Advisory Services guarantee its accuracy or completeness. Mott Tax Advisory Services had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Mott Tax Advisory Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Mott Tax Advisory Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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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 (Alan Mott) or (Mott Tax Advisory Services) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Mott Tax Advisory Services.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
New IRA Aggregation Rule When Doing a Rollover in an RMD Year
Ian Berger, JD IRA Analyst If you have multiple traditional IRAs and want to do a 60-day rollover (or Roth conversion) in a year when a required minimum...
Roth IRAs and Successor Beneficiaries: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I have been getting emails from a few sites pitching their subscriptions. They claim that Roth IRAs will all be...
The Roth IRA Advantage Under the Final RMD Rules
Sarah Brenner, JD Director of Retirement Education In 2020, the SECURE Act completely changed the game for nonspouse IRA beneficiaries. Now, most are subject to the...
Year-of-Death RMD – Deadline Extended!
By Andy Ives, CFP®, AIF® IRA Analyst When a person reaches the required beginning date (RBD) – generally April 1 of the year after the year the person turns age 73 –...
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Mott Tax Advisory Services, deems reliable but in no way does Mott Tax Advisory Services guarantee its accuracy or completeness. Mott Tax Advisory Services had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Mott Tax Advisory Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Mott Tax Advisory Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
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