IRA Blog
QUALIFIED CHARITABLE DISTRIBUTIONS AND SPOUSAL IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Can I make a qualified charitable distribution (QCD) from my IRA to pay for my grandson’s...
DO SPOUSES HAVE ANY RIGHTS TO RETIREMENT PLAN ACCOUNTS?
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport One important way that IRAs differ from company retirement plans is with respect to spousal...
ROTH IRA VS. ROTH 401(K)
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport More 401(k) plans are starting to offer Roth options. If you now have this...
YEAR-OF-DEATH RMDS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Question: Both of my parents passed away last year. My mother passed earlier in 2022 and I...
5 REASONS TO OPEN A ROTH IRA IMMEDIATELY!
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Time is running out! The tax filing deadline is Tuesday, April 18. Why is this important?...
IRS SIGNALS THAT IT WILL STILL WAIVE MISSED RMD PENALTIES
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Despite the reduction in the penalty for missing required minimum distributions (RMDs) in the new...
QUALIFIED CHARITABLE DISTRIBUTIONS AND ROTH IRAS: TODAY & SLOTT REPORT MAILBAG
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: I have been told that QCDs are not allowed from local and state...
5 HSA RULES YOU NEED TO KNOW
Health Savings Accounts (HSAs) are rapidly growing in both size and in number. These accounts offer deductible contributions and tax-free distributions for qualified...
FACTS OF THE QUALIFIED HIGHER EDUCATION IRA PENALTY EXCEPTION
Higher education expenses can be steep. Fortunately for those under the age of 59 ½ who need to dip into retirement savings to cover these costs, there is an exception...