IRA BLOG

By Sarah Brenner, JD Director of Retirement Education   The year 2025 is upon us! There is no doubt that this will be an eventful time for...

  By Sarah Brenner, JD Director of Retirement Education   Question: Hello, Our daughter (age 50) is the sole beneficiary of her husband’s...

By Andy Ives, CFP®, AIF® IRA Analyst   I counted them. This year the Slott Report published 101 blog articles. While other sites add...

By Ian Berger, JD IRA Analyst   This is the time of year for good cheer and holiday wishes. In keeping with those traditions, here are some...

  By Andy Ives, CFP®, AIF® IRA Analyst   QUESTION: If a client opens an IRA at age 75 and makes a contribution this year, this account...

By Sarah Brenner, JD Director of Retirement Education   The IRA rollover rules are always tricky. However, if you are rolling over an IRA...

  By Andy Ives, CFP®, AIF® IRA Analyst Tis the season for giving, and qualified charitable distributions (QCDs) are a popular way to donate to...

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...