IRA BLOG

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My wife has two after-tax traditional IRAs at two separate institutions. We are hoping to consolidate...

By Ian Berger, JD IRA Analyst   One of the more controversial rules in the 2022 SECURE 2.0 Act is the requirement that plan catch-up...

We are two weeks into 2025. Have you been following through on your New Year’s resolutions? As our readers already know, for an IRA owner not to...

By Ian Berger, JD IRA Analyst Question: I am planning for a required minimum distribution (RMD) from both my IRA and 403(b) plan for 2026, my first...

  When the ball dropped in Times Square on New Year’s Eve, a number of new retirement account provisions became effective. We’ve previously...

By Sarah Brenner, JD Director of Retirement Education   The year 2025 is upon us! There is no doubt that this will be an eventful time for...

  By Sarah Brenner, JD Director of Retirement Education   Question: Hello, Our daughter (age 50) is the sole beneficiary of her husband’s...

By Andy Ives, CFP®, AIF® IRA Analyst   I counted them. This year the Slott Report published 101 blog articles. While other sites add...

By Ian Berger, JD IRA Analyst   This is the time of year for good cheer and holiday wishes. In keeping with those traditions, here are some...

  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...