IRA Blog

By Ian Berger, JD IRA Analyst When the ball dropped in Times Square on New Year’s Eve, a number of new retirement account provisions became effective. We’ve previously...

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...

  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...

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,...

By Ian Berger, JD IRA Analyst   This is the time of year for good cheer and holiday wishes. In keeping with those traditions, here are some cheers and wishes for...

  By Andy Ives, CFP®, AIF® IRA Analyst   QUESTION: If a client opens an IRA at age 75 and makes a contribution this year, this account would not have a...

By Sarah Brenner, JD Director of Retirement Education   The IRA rollover rules are always tricky. However, if you are rolling over an IRA distribution when the...

  By Andy Ives, CFP®, AIF® IRA Analyst Tis the season for giving, and qualified charitable distributions (QCDs) are a popular way to donate to a favorite charity....

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?...