Investing Insights: Ed Slott’s 2022 Tax Tips

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In this week’s podcast, tax expert Ed Slott joins Morningstar’s Christine Benz to prepare us for the upcoming tax season. Together, they discuss required minimum distributions, backdoor IRA dos and don’ts, and tax traps to avoid.

Required Minimum Distribution Confusion in 2022 - 00:29
Backdoor IRA Pitfalls to Avoid - 08:06
2022 Tax Traps to Avoid - 15:54
  1. Morningstar, Inc.
  2. morningstar
  3. investing
  4. stocks
  5. funds
  6. etfs
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You are awesome!!! Thank you so much for the information!!! 😁

dorothywalter
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My Mom died in December 2019, and left me her 401k IRA. The first year in 2020 I didn't have to take any RMD's, but in 2021 I had to take a RMD, and I have to empty the account within 5 years of my Mom's death, which is 2024. If she died 2 weeks later in January of 2020 I would of had 10 years to empty out my 401k inheritance.

ael