IRA BLOG
QCD Timing
By Andy Ives, CFP®, AIF® IRA Analyst Year after year, this topic continues to bubble up. Confusion exists over when a QCD can be done in...
New 401(k) Provisions That Become Effective in 2025
By Ian Berger, JD IRA Analyst Get ready! Several new 401(k) provisions from the SECURE 2.0 Act kick in on January 1, 2025. One that we’ve...
New 401(k) Provisions That Become Effective in 2025
By Ian Berger, JD IRA Analyst Get ready! Several new 401(k) provisions from the SECURE 2.0 Act kick in on January 1, 2025. One that we’ve...
What We Are Thankful for at The Slott Report
Sarah Brenner, JD Director of Retirement Education Each year it is a Thanksgiving tradition here at the Slott Report to take a moment to give thanks...
So Many IRA Beneficiary Variables!
By Andy Ives, CFP®, AIF® IRA Analyst When an IRA owner dies, what is the payout schedule for the beneficiary? The key to distinguishing the...
Qualified Charitable DIstributions and Inherited IRAs: TOday’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello Ed Slott Team, We have a client with an IRA who wants to do a qualified charitable...
Nothing SIMPLE About It: 3 Different Catch-Up Limits for 2025
Ian Berger, JD IRA Analyst Here’s something you can only find in the Internal Revenue Code: Starting in 2025, there will be not one, not two, but...
Tax-Free HSA Distributions
By Sarah Brenner, JD Director of Retirement Education Health Savings Accounts (HSAs) continue to become more popular. If you have a...
Roth IRA Conversion Considerations
By Andy Ives, CFP®, AIF® IRA Analyst Roth IRA conversions remain as popular as ever. However, based on some recent questions we’ve received,...
New Rule: All IRA RMDs Must Be Satisfied Prior to Doing a Roth Conversion
By Andy Ives, CFP®, AIF® IRA Analyst Yes, you read that title correctly. This rule was confirmed in the 2024 final SECURE Act regulations,...
