IRA BLOG

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Does the new $6,000 additional deduction for seniors under the One Big Beautiful Bill Act (OBBBA)...

By Sarah Brenner, JD Director of Retirement Education Summer of 2025 brought us the new season of the hit TV show, Love Island. When a new...

By Andy Ives, CFP®, AIF® IRA Analyst Last week in Chicago, the Ed Slott and Company team hosted another successful 2-day advisor training program. A...

By Ian Berger, JD IRA Analyst Question: I have a client who died last month. She would have been age 83 this year. She had an IRA. Her husband, age...

By Ian Berger, JD IRA Analyst The One Big Beautiful Bill Act (OBBBA) signed into law on July 4, 2025, includes a new savings vehicle for children...

By Sarah Brenner, JD Director of Retirement Education On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill Act” (OBBBA)....

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: With the signing of the “One Big Beautiful Bill Act” (OBBBA) legislation and the current tax rates...

By Andy Ives, CFP®, AIF® IRA Analyst Hopefully Ed Slott and Company is your trusted, go-to source for all things IRA and retirement plan related....

By Ian Berger, JD IRA Analyst Most company retirement savings plans, such as 401(k), 403(b) and 457(b) plans, are allowed to (but not required to)...

By Sarah Brenner, JD Director of Retirement Education Question: Can an IRA beneficiary do a 60-day rollover? Answer: Only a spouse beneficiary can...