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The views reflected by the author in this article are subject to change at any time without notice. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources included in this article, but in no way guarantees its accuracy or completeness.
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One Roth IRA Rule Congress Should Do Away with Now
By Sarah Brenner, JD Director of Retirement Education Today is Inauguration Day. A new administration has arrived. We also have a new Congress. With the arrival of...
The Pro-Rata Rule and Roth Conversions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My wife has two after-tax traditional IRAs at two separate institutions. We are hoping to consolidate them, then convert...
By Ian Berger, JD IRA Analyst One of the more controversial rules in the 2022 SECURE 2.0 Act is the requirement that plan catch-up contributions by certain...
Beneficiary Form Resolutions
We are two weeks into 2025. Have you been following through on your New Year’s resolutions? As our readers already know, for an IRA owner not to follow through on his...
RMD Rollover and Aggregation Rules: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: I am planning for a required minimum distribution (RMD) from both my IRA and 403(b) plan for 2026, my first RMD year. I am in...
What’s New for 2025
When the ball dropped in Times Square on New Year’s Eve, a number of new retirement account provisions became effective. We’ve previously written about each of...
5 Things We Are Talking About at the Slott Report in 2025
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 retirement accounts. As...
Spousal Beneficiaries and the 10-Year Rule: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Hello, Our daughter (age 50) is the sole beneficiary of her husband’s (age 52) IRA due to...
Jelly-of-the-Month Club
By Andy Ives, CFP®, AIF® IRA Analyst I counted them. This year the Slott Report published 101 blog articles. While other sites add “pay-for-content” firewalls,...
The views reflected by the author in this article are subject to change at any time without notice. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources included in this article, but in no way guarantees its accuracy or completeness.
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