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Tuesday, October 6, 2026The Morning Brief →Sign in
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Ed Slott

In PWD coverage since August 18, 2026 · 13 stories
PWD coverage
portfolio

Ed Slott: the QCD cap survives an RMD and a Roth conversion

The 2026 limit is $111,000, and Slott tells a 10-year-rule inherited-IRA beneficiary to withdraw above the RMD before the final year.
book · Sep 24The 85-year-old's Roth conversion is a beneficiary question
book · Sep 23The NUA trade is won on cost basis, not tax rates
book · Sep 14The Roth conversion screen should start with taxable assets
book · Sep 9State tax treatment of Trump accounts keeps shifting
book · Sep 3Slott clears the rollover clock and sets a 529-vs-Trump test
book · Aug 31Slott's Roth screen makes conversion a standing call
portfolio · Aug 19For inherited IRAs, the 60-day rollover is a one-way door
book · Aug 19Two Roth IRAs, one bucket, and a $50,000 ordering rule
book · Aug 18A 530A starts retirement savings years before a first paycheck
book · Aug 18Ed Slott: 60-day Roth conversion bypasses one-rollover rule
book · Aug 18Retirement creditor protection starts with ERISA, ends with state law
book · Aug 18Two five-year clocks run on every Roth conversion
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