IRA BLOG

By Sarah Brenner, JD Director of Retirement Education Question: Can I satisfy my required minimum distribution (RMD) from my 401(k) by taking it...

By Andy Ives, CFP®, AIF® IRA Analyst While the ability to recharacterize Roth conversions was eliminated years ago, Roth contributions can still be...

By Ian Berger, JD IRA Analyst Many of you are familiar with the tax advantages that Roth retirement accounts can bring. Although Roth contributions...

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Does the new $6,000 additional deduction for seniors under the One Big Beautiful Bill Act (OBBBA)...

By Sarah Brenner, JD Director of Retirement Education Summer of 2025 brought us the new season of the hit TV show, Love Island. When a new...

By Andy Ives, CFP®, AIF® IRA Analyst Last week in Chicago, the Ed Slott and Company team hosted another successful 2-day advisor training program. A...

By Ian Berger, JD IRA Analyst Question: I have a client who died last month. She would have been age 83 this year. She had an IRA. Her husband, age...

By Ian Berger, JD IRA Analyst The One Big Beautiful Bill Act (OBBBA) signed into law on July 4, 2025, includes a new savings vehicle for children...

By Sarah Brenner, JD Director of Retirement Education On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill Act” (OBBBA)....

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...