IRA BLOG

  By Andy Ives, CFP®, AIF® IRA Analyst   QUESTION: If a client opens an IRA at age 75 and makes a contribution this year, this account...

By Sarah Brenner, JD Director of Retirement Education   The IRA rollover rules are always tricky. However, if you are rolling over an IRA...

  By Andy Ives, CFP®, AIF® IRA Analyst Tis the season for giving, and qualified charitable distributions (QCDs) are a popular way to donate to...

By Sarah Brenner, JD Director of Retirement Education   Question: Can a person do a rollover from both his traditional AND Roth IRAs in the...

By Sarah Brenner, JD Director of Retirement Education   The holidays are upon us. There is shopping to do, gifts to wrap, and parties to...

By Ian Berger, JD IRA Analyst   Question: If you continue to work past age 73, are you exempt from required minimum distributions (RMDs)? My 73...

By Andy Ives, CFP®, AIF® IRA Analyst   Year after year, this topic continues to bubble up. Confusion exists over when a QCD can be done in...

By Ian Berger, JD IRA Analyst   Get ready! Several new 401(k) provisions from the SECURE 2.0 Act kick in on January 1, 2025. One that we’ve...

By Ian Berger, JD IRA Analyst   Get ready! Several new 401(k) provisions from the SECURE 2.0 Act kick in on January 1, 2025. One that we’ve...

Sarah Brenner, JD Director of Retirement Education Each year it is a Thanksgiving tradition here at the Slott Report to take a moment to give thanks...