IRA BLOG

By Sarah Brenner, JD Director of Retirement Education Question: Hello Ed Slott Team! I have been doing backdoor Roth IRA conversions for years now....

By Sarah Brenner, JD Director of Retirement Education The benefit of funding a Roth IRA is the availability of tax-free distributions in the future....

By Andy Ives, CFP®, AIF® IRA Analyst 401(k) custodians are usually pretty good about distributing required minimum distributions (RMDs) from the...

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My father passed away in November 2021. I became disabled in April 2022. Am I now an eligible...

By Andy Ives, CFP®, AIF® IRA Analyst Traditional and Roth IRA owners often get confused about the distributions they take from their IRAs. Mix-ups...

By Ian Berger, JD IRA Analyst In final regulations issued on September 15, 2025, the IRS confirmed that company retirement plans must comply with...

By Ian Berger, JD IRA Analyst Question: Hi, If my birthday is in December 2026, when I turn 73 years old, can I take my required minimum...

By Andy Ives, CFP®, AIF® IRA Analyst If you are thinking about doing a qualified charitable distribution (QCD) for 2025, time is running out. The...

  By Andy Ives, CFP®, AIF® IRA Analyst Can a person who works at two different, unrelated companies participate in the retirement plan offered...

By Sarah Brenner, JD Director of Retirement Education It’s August and that means it is back-to-school time! The 2025-2026 school year is upon us....