IRA Blog

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: I have been funding a 529 account for over 15 years and no longer need to add deposits....

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: Hoping you can help with this technical question. I am over 73. My traditional IRA balance as of...

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport When the bell dropped in Times Square last Sunday night, a bunch of new provisions from the SECURE 2.0...

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: I have a traditional IRA with a portion being nondeductible...

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport The SECURE 2.0 Act contained over 90 sections and included numerous IRA and retirement account...

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Thinking of opening up a new solo 401(k) plan for 2023? Thanks to SECURE 2.0, you don’t have to rush to...

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: My sister inherited an IRA from our mother (age 95 and died in 2019.) My sister took her RMDs...

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport The investment advisory firm of Bad Santa & the Grinch continues to disseminate misinformation...

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: My brother passed away in May 2023. He had a small IRA with no beneficiary. He was 73 at...