IRA BLOG

By Sarah Brenner, JD Director of Retirement Education Question: I am age 85, and my wife is age 75. If I die first and my wife inherits my IRA, are...

By Andy Ives, CFP®, AIF® IRA Analyst Before he transformed into the Incredible Hulk, Bruce Banner once said to his antagonist, “Don’t make me angry....

By Ian Berger, JD IRA Analyst You are not alone if you have concerns that your IRA or workplace plan savings could be lost if you are forced to...

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I have two IRA annuities with different insurance companies. One of my annuities is maturing...

By Sarah Brenner, JD Director of Retirement Education Here at the Slott Report we hear many stories about trusts being named as IRA beneficiaries...

By Andy Ives, CFP®, AIF® IRA Analyst We know that required minimum distributions (RMDs) cannot be rolled over or converted. Before a person does any...

By Ian Berger, JD IRA Analyst Question: Recently, I’ve received dozens of emails suggesting that traditional IRA owners can convert to a Roth IRA...

By Sarah Brenner, JD Director of Retirement Education   Question: Hello, I have a question concerning inherited Roth IRAs. I know that in the...

By Andy Ives, CFP®, AIF® IRA Analyst Regardless of the topic, we could all use an occasional refresher. Retirement account rules are incredibly...

  By Andy Ives, CFP®, AIF® IRA Analyst   QUESTION: Thank you for all you do to educate the public. I’m hoping you guys can settle a debate...