Matt Smith

By Ian Berger, JDIRA Analyst One of the more controversial rules in the 2022 SECURE 2.0 Act is the requirement...

We are two weeks into 2025. Have you been following through on your New Year’s resolutions? As our readers already know, for...

By Ian Berger, JDIRA Analyst Question: I am planning for a required minimum distribution (RMD) from both my IRA and...

By Ian Berger, JDIRA Analyst When the ball dropped in Times Square on New Year’s Eve, a number of new...

By Sarah Brenner, JD Director of Retirement Education The year 2025 is upon us! There is no doubt that this...

Our daughter (age 50) is the sole beneficiary of her husband's (age 52) IRA due to his death in April 2024. Is there a time limit for when she must either take ownership or roll it over into her own IRA or other qualified plan?

I counted them. This year the Slott Report published 101 blog articles. While other sites add “pay-for-content” firewalls, we continue to pump out incredibly valuable and important information, week after week, totally free of charge. One would be hard-pressed to find an IRA or retirement plan topic we did not touch in 2024. Yes, the Slott Report is the gift that keeps on giving: the IRA version of the Jelly-of-the-Month Club.

This is the time of year for good cheer and holiday wishes. In keeping with those traditions, here are some cheers and wishes for the IRS and Congress:

By Andy Ives, CFP®, AIF®IRA Analyst QUESTION: If a client opens an IRA at age 75 and makes a contribution...

The IRA rollover rules are always tricky. However, if you are rolling over an IRA distribution when the calendar year changes, the rules can become especially challenging. Here are four things you need to know about rollovers as the year 2024 ends and the year 2025 arrives.