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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Curtis G. Marsh) or (Capital Growth Management) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Capital Growth Management.
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Inherited IRAs and Roth Conversions: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: I just inherited an IRA from my sister. She died at age 74 and I am age 78. Am I required to use the...
99%: Good Enough for the Hall of Fame, but Not for Certain IRA Transactions
By Andy Ives, CFP®, AIF® IRA Analyst On January 21, Ichiro Suzuki was elected to Major League Baseball’s Hall of Fame by the Baseball Writers Association of America. It...
Do I Have to Take an RMD Before Rolling Over My 401(k) Distribution?
By Ian Berger, JD IRA Analyst Here’s one question that keeps coming up: If I retire in the year when I turn 73 (or older) and want to directly roll over my...
Non-Spouse Beneficiaries and Inherited IRAs: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Am I correct that a non-spouse Roth IRA beneficiary does NOT have a yearly required minimum distribution (RMD) over the...
Why You Should Take Your 2025 RMD Now
By Sarah Brenner, JD Director of Retirement Education The deadline for most retirement account owners to take their 2025 required minimum distribution...
Inherited IRAs – Bankruptcy Protection?
By Andy Ives, CFP®, AIF® IRA Analyst Just over 10 years ago, in June 2014, the U.S. Supreme Court ruled unanimously, 9-0, that inherited IRAs are NOT protected in...
RMDS FOR ANNUITIES AND SPOUSAL BENEFICIARY RULES: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Question: I have an IRA holding an immediate annuity as well as other IRAs. With the passage of the SECURE 2.0 Act, l understand...
What Are My Contribution Limits If I Participate in Two Company Savings Plans?
By Ian Berger, JD IRA Analyst You probably know there’s a limit on the amount of pre-tax and Roth contributions you can make to your company savings plan each...
Are HSAs Going Roth?
By Sarah Brenner, JD Director of Retirement Education Many of the provisions of the Tax Cuts and Jobs Act are scheduled to expire at the end of 2025. There are...