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Children vs. Grandchildren Beneficiaries and the First Required Minimum Distribution Year: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: Are the rules for a grandchild who inherits an IRA the same as the rules for a child who inherits? Thank you, Steven Answer: Hi Steven, No, the rules are very...
Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan
As we reach the halfway point of the year, many people take stock of their health, careers, and personal goals—but often overlook one of the most important areas of their lives: their finances. Just...
3 IRA Tax Breaks for Same-Sex Couples
By Sarah Brenner, JD Director of Retirement Education June is PRIDE Month. June also marks the anniversary of the landmark Supreme Court case Obergefell v. Hodges, which legalized same-sex marriage....
Roth IRA Conversions Do Not Count for Roth IRA Contribution Eligibility
By Andy Ives, CFP®, AIF® IRA Analyst If a person wants to make a Roth IRA contribution, there are two primary hurdles to get over. First, a person must have taxable compensation to make the...
Weekly Market Commentary
The S&P 500 was unable to make it a 10th straight week of gains as the market pulled back sharply late in the week amid a sense that the AI trade may have gone too far, too fast. Technology...
The Once-Per-Year IRA Rollover Rule and 529-to-Roth Transfers: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Hello, Last December 15, I withdrew $10,000 from my traditional IRA. Thirty days later, I deposited $4,000 in a Roth IRA and $6,000...
Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On
For many Americans, retirement planning begins with one simple question: "How much money do I need to retire?" While building savings is important, a more critical question is often overlooked: "How...
What in the World is Modified Adjusted Income (MAGI), and Why Does It Matter?
By Ian Berger, JD IRA Analyst Some of you may have come across the term “modified adjusted gross income” (MAGI) and figured it has something to do with “adjusted gross income” (AGI). But,...
Weekly Market Commentary
Global equity markets rallied in May and received a final boost in the final week of the month on optimism that the US and Iran were close to extending the current ceasefire agreement. However, the...
Kitchen Remodeling Trends That Add Value, Functionality, and Style to Your Home
The kitchen is often called the heart of the home—and for good reason. It's where families gather, meals are shared, and memories are made. As one of the most frequently used spaces in any house, a...
Five Things to Know about the Five-Year Rule on Converted Roth Funds
By Sarah Brenner, JD Director of Retirement Education If you are under age 59½ and you converted your traditional IRA to a Roth IRA, you will need to watch out for the five-year rule for...
Combining Retirement Accounts and Roth Conversions: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: I have a new client who has an old SEP IRA as well as a traditional IRA with funds that were rolled over from his 401(k) plan. Can we...
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