IRA BLOG

By Sarah Brenner, JD Director of Retirement Education As the calendar runs out on 2025, retirement account owners and beneficiaries may face a...

By Andy Ives, CFP®, AIF® IRA Analyst Thanksgiving Season is upon us! Here at The Slott Report, we are thankful for many things: We are thankful to...

By Ian Berger, JD IRA Analyst The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2026, and many of the dollar...

By Sarah Brenner, JD Director of Retirement Education Question: My wife and I have a large disparity in IRA balances. It is about a 10 to 1 ratio. I...

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 seeking...

  By Andy Ives, CFP®, AIF® IRA Analyst For those who have 401(k)s or other retirement plans, the required beginning date (RBD) when required...

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: A husband owned a Roth IRA which had been in existence for at least 5 years. He died in January of...

  By Ian Berger, JD IRA Analyst With continuing economic uncertainty, it’s not surprising that the number of employees who need to dip into...

  By Sarah Brenner, JD Director of Retirement Education While naming a spouse directly as the IRA beneficiary has many advantages and is a...

By Ian Berger, JD IRA Analyst Question: Greetings, In 2025, I converted a traditional IRA to an existing Roth IRA, which I have held for 20 years. I...