IRA BLOG
Nothing SIMPLE About It: 3 Different Catch-Up Limits for 2025
Ian Berger, JD IRA Analyst Here’s something you can only find in the Internal Revenue Code: Starting in 2025, there will be not one, not two, but...
Tax-Free HSA Distributions
By Sarah Brenner, JD Director of Retirement Education Health Savings Accounts (HSAs) continue to become more popular. If you have a...
Roth IRA Conversion Considerations
By Andy Ives, CFP®, AIF® IRA Analyst Roth IRA conversions remain as popular as ever. However, based on some recent questions we’ve received,...
New Rule: All IRA RMDs Must Be Satisfied Prior to Doing a Roth Conversion
By Andy Ives, CFP®, AIF® IRA Analyst Yes, you read that title correctly. This rule was confirmed in the 2024 final SECURE Act regulations,...
Trusts as the Beneficiary and Inherited IRAs: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I’m working with a retired client who has a sizable IRA. He set up a trust and named it...
Turn Your Clocks Back, and Pay Attention to the Roth IRA Clocks
By Ian Berger, JD IRA Analyst Don’t forget to turn your clocks back this weekend! With that reminder comes another: pay attention to the Roth IRA...
3 IRA Tasks to Complete by the End of 2024
Sarah Brenner, JD Director of Retirement Education The year 2024 has flown by and the holidays season will soon be upon us. That means time...
The Zombie Rule
By Andy Ives, CFP®, AIF® IRA Analyst This article is NOT about the “ghost rule” applicable to non-living beneficiaries. That payout rule...
Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025
By Ian Berger, JD IRA Analyst The year is flying by, and before we know it 2025 will be here. With the arrival of the new year, several new...
QTIP Trusts and Successor Beneficiaries: Today’s Slott Report Mailbag
Ian Berger, JD IRA Analyst Question: We have a client who has children from a previous marriage. Upon the husband’s death, he wants to make sure his...
