IRA BLOG

By Sarah Brenner, JD Director of Retirement Education   October 15, 2024 has come and gone. This was the deadline for correcting 2023 excess...

We have written about the net unrealized appreciation (NUA) tax strategy many times. Generally, after a lump sum distribution from the plan, the NUA...

By Andy Ives, CFP®, AIF® IRA Analyst   QUESTION: Good afternoon, If a client passed this year with four adult children inheriting equally, and...

By Ian Berger, JD IRA Analyst Victims of Hurricane Helene have at least a glimmer of good news when it comes to their tax filings and ability to...

Sarah Brenner, JD Director of Retirement Education The recent final required minimum distribution (RMD) regulations include a new rule change that...

By Andy Ives, CFP®, AIF® IRA Analyst   When a traditional IRA owner wants to convert all or a portion of his account to a Roth IRA, he needs to...

By Ian Berger, JD IRA Analyst   A big change made by the SECURE 2.0 Act of 2022 was adding a new statute of limitations (SOL) for the IRS to...

Sarah Brenner, JD Director of Retirement Education Question: When an IRA owner dies after their required beginning date, can an eligible designated...

By Sarah Brenner, JD Director of Retirement Education   It happens. You have made a 2023 contribution to the wrong type of IRA. All is not...

By Andy Ives, CFP®, AIF® IRA Analyst   When presenting a particular section of our training manual, I usually make the joke that, “if we were...