IRA Blog

  By Ian Berger, JD IRA Analyst Question: I really appreciate your emails and find them very helpful. Please continue the great work. I read your advice in the...

  By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with a question about a minor child as beneficiary of her...

  By Ian Berger, JD IRA Analyst In the January 5 edition of the Slott Report, we mentioned that the federal Thrift Savings Plan (for government workers and the...

  By Sarah Brenner, JD Director of Retirement Education Question: Please explain the rules and qualifications for rolling over a portion of an IRA to a Health...

  By Sarah Brenner, JD Director of Retirement Education If you are age 73 or older in 2026, you will need to take a required minimum distribution (RMD) from your...

  By Andy Ives, CFP®, AIF® IRA Analyst Each year, in different cities, the Ed Slott team hosts several advisor training events for financial professionals serious...

  By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I am age 75 and have just one IRA. I normally do multiple qualified charitable distributions (QCDs) during the...

By Ian Berger, JD IRA Analyst With all the tax changes made by the 2025 One Big Beautiful Bill Act (OBBBA), it’s no surprise that the IRS has made significant changes...

  By Sarah Brenner, JD Director of Retirement Education Everyone has heard the horror stories of how unneeded and unwanted trusts disrupted what should have been a...