IRA BLOG

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...

By Sarah Brenner, JD Director of Retirement Education When retirement account funds are on the move, things do not always go as planned. The best...

By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and deductible (pre-tax)...

By Ian Berger, JD IRA Analyst Question: I am over age 59½ and have had a Roth IRA account for more than 5 years. Starting in 2025, I designated all...

  By Ian Berger, JD IRA Analyst If you’re in a 457(b) plan and are nearing retirement, you may want to consider an often-overlooked rule that...

  By Sarah Brenner, JD Director of Retirement Education The year 2025 has been a turbulent time for the economy. Whether due to job loss or...

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...