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Wednesday, August 19, 2026The Morning Brief →Sign in
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Ed Slott

In PWD coverage since August 18, 2026 · 6 stories
PWD coverage
portfolio

For inherited IRAs, the 60-day rollover is a one-way door

Slott's first uncorrectable retirement error turns a $400,000 inheritance into an immediate tax bill.
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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