IRA BLOG

By Sarah Brenner, JD Director of Retirement Education ‘Tis the season for lists! Best TV shows, best of music and best podcasts. The lists go on and...

  By Andy Ives, CFP®, AIF® IRA Analyst The Grinch likes it when things go horribly wrong. He likes it when rambunctious pets tip over Christmas...

  By Ian Berger, JD IRA Analyst In the spirit of the holiday season, here’s a list of cheers and jeers for the IRS and Congress: Cheers to the...

By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account...

  By Sarah Brenner, JD Director of Retirement Education Question: If a grandchild, age 30, inherits IRA assets from her grandparent, age 92,...

  By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become a vegetarian. Homer asks some...

  Ian Berger, JD IRA Analyst As is often the case with new legislation, the One Big Beautiful Bill Act (OBBBA) left unanswered a number of...

  By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My client turns age 73 in November 2026. If he takes his first required minimum distribution...

  Sarah Brenner, JD Director of Retirement Education The IRS has issued guidance on Trump Accounts, which are new tax advantaged accounts for...

  By Andy Ives, CFP®, AIF® IRA Analyst We have written about this topic in The Slott Report before (“Inherited Roth IRA: RMDs or No?” – May 15,...