IRA BLOG
What You Need to Know About Withholding and Your IRA
By Sarah Brenner, JD Director of Retirement Education If you take a distribution from your traditional IRA, in most cases you will owe taxes. The...
REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I inherited a traditional IRA from my mother in 2024. She passed before her required beginning date...
401(k) to IRA Rollover – 3 Buckets
By Andy Ives, CFP®, AIF® IRA Analyst Workplace retirement plans – like a 401(k) – can hold different types of dollars. Typically, a 401(k) will have...
401(k) Plans Can Now Offer Matching Contributions On Student Loan Payments
By Ian Berger, JD IRA Analyst If you are making student loan repayments, you should ask your employer if it will match those payments in the...
Roth 401(K) Rollovers and the Once-Per-Year Rollover Rule: Today’s Slott Report Mailbag
Sarah Brenner, JD Director of Retirement Education Question: Can I roll over a Roth 401(k) to an existing Roth IRA or does it need to be in its own...
