IRA BLOG

By Andy Ives, CFP®, AIF® IRA Analyst   Question: Are rollovers done by a spouse beneficiary subject to the once-per-year IRA rollover rule? The...

By Andy Ives, CFP®, AIF® IRA Analyst   The recent market ride has been nuts. It is certainly no fun for anyone who owns stock or stock funds....

By Ian Berger, JD IRA Analyst   In the 2022 SECURE 2.0 legislation, Congress gave the IRS two years – until December 29, 2024 – to come up with...

By Andy Ives, CFP®, AIF® IRA Analyst   QUESTION: A 401(k) plan participant over age 73 wants to roll over his account to a new IRA. I...

By Sarah Brenner, JD Director of Retirement Education   Recent turmoil in the markets has hit many retirement savers hard as they see their IRA...

By Andy Ives, CFP®, AIF® IRA Analyst   As a follow up to the March 26 Slott Report entry that included a full list of the 10% early withdrawal...

Question: My wife turns 73 years old in August 2025. My understanding is that she has until April 1, 2026, to take her first required minimum...

By Ian Berger, JD IRA Analyst When you file for bankruptcy, one thing you usually don’t have to worry about is protecting your IRA funds from your...

By Sarah Brenner, JD Director of Retirement Education   There is still time! You can still make a prior-year (2024) IRA or Roth IRA...

By Andy Ives, CFP®, AIF® IRA Analyst Question: In the article “Why You Should Take Your 2025 RMD Now,” the following caught my eye … “Or, maybe you...