IRA Blog
IRA Rollovers and Roth Contributions: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Can a person do a rollover from both his traditional AND Roth IRAs in the same twelve months?...
Who Must Take a 2024 RMD?
By Sarah Brenner, JD Director of Retirement Education The holidays are upon us. There is shopping to do, gifts to wrap, and parties to attend. Amidst the hustle...
The Still-Working Exception and Roth Conversions in an RMD Year: Today’s Slott Report Mailbag
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 year-old wife is...
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 relation to the RMD....
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 already written about...
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 already written about...
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 for the rules that...
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 correct program...
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 distribution (QCD) to a...