IRA BLOG

By Ian Berger, JD IRA Analyst Everyone knows that April 15, 2025, is the deadline for filing 2024 income tax returns. But April 15 is also a crucial...

By Sarah Brenner, JD Director of Retirement Education   Do you have a Roth IRA? If you do, there will very likely come a time when you want to...

  By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, If a person is turning 73 years old in March, s/he would be required to take required...

By Ian Berger, JD IRA Analyst   Question: Dear Ed Slott and America’s IRA Experts, I have a rollover traditional IRA that was set up when I...

By Ian Berger, JD IRA Analyst   One important provision of the 2022 SECURE 2.0 law is the requirement that most new 401(k) and 403(b) plans...

By Sarah Brenner, JD Director of Retirement Education Tax season is upon us! This is the time of year when many people consider making a...

By Sarah Brenner, JD Director of Retirement Education Question: I just inherited an IRA from my sister. She died at age 74 and I am age 78. Am I...

By Andy Ives, CFP®, AIF® IRA Analyst On January 21, Ichiro Suzuki was elected to Major League Baseball’s Hall of Fame by the Baseball Writers...

By Ian Berger, JD IRA Analyst   Here’s one question that keeps coming up: If I retire in the year when I turn 73 (or older) and want to...

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Am I correct that a non-spouse Roth IRA beneficiary does NOT have a yearly required minimum...