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Can I Do a Conversion From the Inherited IRA Into the Inherited Roth IRA?: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I am age 74 and inherited both a traditional IRA and a Roth IRA from my older sister who recently died. Can I do a conversion from the inherited IRA...
The Four Risks That Can Quietly Undermine Your Retirement Plan
Retirement planning is about more than reaching a particular savings goal. Even a substantial portfolio can face pressure from risks that are easy to underestimate—including market volatility,...
An Update on State Law Tax Treatment of Trump Accounts
By Ian Berger, JD IRA Analyst A Slott Report article from April 20, 2026, reported that a number of states intended to tax Trump accounts less favorably than they are taxed under the federal tax...
Weekly Market Commentary
Markets finished the week mixed as investors assessed the escalation of tensions between the US and Iran and recalibrated expectations of Federal Reserve monetary policy. The week started with...
Tax-Efficient Retirement Planning: It’s Not Just What You Save—It’s What You Keep
Saving for retirement is one of the most important financial commitments you can make. But building a sizable retirement account is only part of the equation. The amount you are ultimately able to...
Should My Daughter Continue Contributing to Her Son’s 529 Plan or Open Up a Trump Account?: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: Can I roll over my pre-tax 401(k) funds to a traditional IRA and my Roth 401(k) funds to a Roth IRA? I am concerned about the once-per-year rollover rule....
Qualified Disaster Distributions
By Sarah Brenner, JD Director of Retirement Education Hurricane season is upon us. Wildfires are raging in the West, and many states are dealing with flooding from summer storms. Natural disasters...
Weekly Market Commentary
Markets ended the week mixed as investors assessed the implications of the US economic isolation of Iran, the fallout of increased tariffs on Canada, Nvidia Q2 earnings results, and the Fed...
Can I Do a Roth Conversion With No Earned Income?: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Can I convert my traditional IRA to a Roth IRA even though I have no earned income for this year? Answer: While having earned income...
The Retirement Expense Many Families Forget to Plan For
Why Long-Term Care Deserves a Place in Your Financial Strategy Most people spend years preparing for retirement. They estimate how much income they may need, decide when to claim Social Security,...
IRS Issues Guidance on Permissible Trump Account Investments
By Ian Berger, JD IRA Analyst One of the most important features of Trump accounts is that they must be invested a certain way during the period before January 1 of the year the child turns age 18....
Avoid These 4 Common IRA Trust Mistakes
By Sarah Brenner, JD Director of Retirement Education Naming a trust as your IRA beneficiary can help you meet important estate planning goals. However, if you are considering this, you should...
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