The Slott Report Archives - Page 2 of 2 - Charles W. Rawl & Associates, LLC

The Slott Report

The Slott Report from Ed Slott and Co. provides “IRA Help” to investors and is the leading information source for investors and retirement planners on IRAs and related financial investment topics.

The Most Controversial Part of the New IRS Regulations

The IRS has flip-flopped! In the SECURE Act, Congress eliminated the “Stretch IRA” for most inherited IRAs beginning in 2020. A new “10-year rule” was put in place and experts believed the IRA balance had to be withdrawn by the end of the 10-year period with no annual distribution requirements. In May 2021, the IRS confirmed that annual RMDs were not required. Two weeks ago, the IRS released the long-awaited SECURE Act RMD proposed regulations and flip-flopped. If annual RMDs are required, some taxpayers could already be in trouble. [...]

By cwrawl|March 7, 2022|Categories: Articles, The Slott Report|Tags: Beneficiaries, IRAs, IRS, Taxes|

Update Your Beneficiary Forms

Naming the beneficiaries of your retirement assets may seem like an obvious task as you plan for the future, yet it is often one of the most overlooked. Failing to properly update your beneficiary forms can compromise the legacy you worked so hard to build. To help ensure your assets are handled properly after your death, click to download a Beneficiary Form Checklist. For professional assistance with your beneficiary forms, contact our office to schedule a time for a visit. As a member of Ed Slott’s Master Elite IRA [...]

By cwrawl|February 28, 2022|Categories: Articles, The Slott Report|Tags: Beneficiaries, Ed Slott Elite Advisors, Retirement Planning|

Clarifying Some Roth Conversion Misconceptions

Roth IRAs can be a valuable tool to help make your retirement income plan Tax Savvy, which in turn makes it easier for your plan to become Income Maximized. Many people believe they are not eligible for a Roth IRA. While they may not be eligible to contribute to a Roth IRA, anyone can do a Roth Conversion. As a member of Ed Slott’s Elite IRA Advisor Group, Mr. Rawl has direct access to Ed and his team of IRA experts. Ed Slott and Company is a valuable resource [...]

By cwrawl|November 8, 2021|Categories: Articles, The Slott Report|Tags: Ed Slott Elite Advisors, IRAs|

Is It Too Late to Open a Small Business Retirement Plan for 2021?

Establishing a small business retirement plan can be a Tax Savvy decision. As a member of Ed Slott’s Elite IRA Advisor Group, Mr. Rawl has direct access to Ed and his team of IRA experts. We can help determine what type of plan is best for you. By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport As we move into 2022, small business owners may be wondering whether they still have time to establish a new retirement plan for 2021. The short answer is: “It [...]

By cwrawl|November 8, 2021|Categories: Articles, The Slott Report|Tags: Ed Slott Elite Advisors, Retirement Planning|

Charlie Rawl is keenly focused on helping his clients work toward their retirement dreams through a comprehensive financial strategy. He has distinguished himself throughout his career as a troubleshooter and problem-solver, designing and implementing creative solutions to often-complex challenges.

He has three decades of experience in financial services, encompassing commercial banking, insurance and investment management. This diverse experience gives him an invaluable perspective in conducting detailed analyses and creating state-of-the-art wealth management and retirement income solutions.