IRA BLOG

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My father passed away in November 2021. I became disabled in April 2022. Am I now an eligible...

By Andy Ives, CFP®, AIF® IRA Analyst Traditional and Roth IRA owners often get confused about the distributions they take from their IRAs. Mix-ups...

By Ian Berger, JD IRA Analyst In final regulations issued on September 15, 2025, the IRS confirmed that company retirement plans must comply with...

By Ian Berger, JD IRA Analyst Question: Hi, If my birthday is in December 2026, when I turn 73 years old, can I take my required minimum...

By Andy Ives, CFP®, AIF® IRA Analyst If you are thinking about doing a qualified charitable distribution (QCD) for 2025, time is running out. The...

  By Andy Ives, CFP®, AIF® IRA Analyst Can a person who works at two different, unrelated companies participate in the retirement plan offered...

By Sarah Brenner, JD Director of Retirement Education It’s August and that means it is back-to-school time! The 2025-2026 school year is upon us....

By Sarah Brenner, JD Director of Retirement Education Question: I recently retired in January and rolled over a lump sum pension from my previous...

By Andy Ives, CFP®, AIF® IRA Analyst The Ed Slott team has answered literally tens of thousands of IRA and retirement plan questions over the past...

  By Ian Berger, JD IRA Analyst At Ed Slott and Company, we continually stress how important the beneficiary designation form is. Because it’s...