IRA BLOG

By Sarah Brenner, JD Director of Retirement Education   Question: Can a person do a rollover from both his traditional AND Roth IRAs in the...

By Sarah Brenner, JD Director of Retirement Education   The holidays are upon us. There is shopping to do, gifts to wrap, and parties to...

By Ian Berger, JD IRA Analyst   Question: If you continue to work past age 73, are you exempt from required minimum distributions (RMDs)? My 73...

By Andy Ives, CFP®, AIF® IRA Analyst   Year after year, this topic continues to bubble up. Confusion exists over when a QCD can be done in...

By Ian Berger, JD IRA Analyst   Get ready! Several new 401(k) provisions from the SECURE 2.0 Act kick in on January 1, 2025. One that we’ve...

By Ian Berger, JD IRA Analyst   Get ready! Several new 401(k) provisions from the SECURE 2.0 Act kick in on January 1, 2025. One that we’ve...

Sarah Brenner, JD Director of Retirement Education Each year it is a Thanksgiving tradition here at the Slott Report to take a moment to give thanks...

By Andy Ives, CFP®, AIF® IRA Analyst   When an IRA owner dies, what is the payout schedule for the beneficiary? The key to distinguishing the...

By Andy Ives, CFP®, AIF® IRA Analyst   QUESTION: Hello Ed Slott Team, We have a client with an IRA who wants to do a qualified charitable...

Ian Berger, JD IRA Analyst Here’s something you can only find in the Internal Revenue Code: Starting in 2025, there will be not one, not two, but...