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Can My Terminally-Ill Client Qualify For a Penalty-Free IRA Withdrawal?: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst QUESTION: I have a client who is age 52 and is being placed on hospice due to his battle with cancer. I understand that there is a provision in the SECURE 2.0 Act that...
The Retirement Paycheck Problem: You’ve Saved for 30 Years. Now What?
For decades, you worked for your paycheck. In retirement, your money needs to start working for you. But will it be ready? Think about the last 30 or 40 years of your life. You got up, went to work,...
Top 10 RMD Mistakes
By Andy Ives, CFP®, AIF® IRA Analyst IRA owners and retirement plan participants trip over the required minimum distribution (RMD) rules all the time. Bad advice is provided, misinformation is...
Weekly Market Commentary
U.S. financial markets logged weekly gains as Wall Street shook off tech sector volatility and focused on stabilizing energy prices. Despite severe global bond market pressure, the S&P 500 rose...
Inherited IRAs and Roth IRA Portability: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education QUESTION: Are there any penalties/consequences/tax issues if I move money from a Roth IRA to start a new Roth IRA at another company? Thanks,...
Has Your Financial Plan Kept Up With Your Life? A Fall Checkup Before Year-End
Life rarely changes all at once. A new job brings a different benefits package. A growing family adds responsibilities. Retirement moves a little closer. Everyday expenses gradually take up more of...
Can I “Borrow” From My IRA?
By Sarah Brenner, JD Director of Retirement Education With the cost of food, energy, healthcare and other basics on the rise, many Americans are facing a cash crunch. For some, their IRA is their...
72(t) On a Roth IRA?
By Andy Ives, CFP®, AIF® IRA Analyst The 72(t) rules (“series of substantially equal periodic payments”) allow a person to tap retirement dollars before age 59½ without a 10% early distribution...
Weekly Market Commentary
As we move from the third quarter into the fourth, investors have a lot to consider in this crazy market. US equities finished the week mixed in volatile trade. A standstill in negotiations...
7 Year-End Financial Moves to Consider Before December 31
As the year begins to wind down, your financial plan deserves a year-end review too. The final few months of the year can be an important time to evaluate retirement accounts, taxes, insurance...
Qualified Charitable Distributions and the 10-Year Rule: Today’s Slott Report Mailbag
Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I did a qualified charitable distribution (QCD) in early January of 2026 to cover a portion of my required minimum distribution (RMD), then took the rest...
How the Once-Per-Year Rollover Rule Works and How to Avoid It
By Ian Berger, JD IRA Analyst One of the mantras we have here at Ed Slott & Company is: “Don’t do 60-day rollovers. Do direct transfers instead.” The reason? 60-day rollovers between IRAs are...
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