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Good Reasons to Name a Trust as IRA Beneficiary
When a trust is named as beneficiary of an IRA, several possible negative issues may be introduced. For example, after the death of the IRA owner, things can become more complex for the...
State Tax Treatment of 529-to-Roth IRA Rollovers
By Ian Berger, JD IRA Analyst By now, most of you probably know about the SECURE 2.0 Act provision permitting 529 funds to be rolled over to Roth IRAs. Because of this new law, parents and...
Weekly Market Commentary
Well, the market finally had a significant pullback, but not before the S&P 500 and NASDAQ were able to set another all-time high. The week began with a deal between OpenAI and AMD, sending AMD...
Retirement Income Planning: A Practical Guide for Turning Savings Into a Sustainable Paycheck
Key Takeaways (TL;DR) Retirement success is less about “the number” and more about cash-flow durability, tax efficiency, and risk control. A resilient plan blends guaranteed income (Social Security,...
Roth Conversions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Hello Ed Slott Team! I have been doing backdoor Roth IRA conversions for years now. I recently inherited a large traditional IRA from...
5 Steps for Tax-Free Roth IRA Distributions
By Sarah Brenner, JD Director of Retirement Education The benefit of funding a Roth IRA is the availability of tax-free distributions in the future. You pay taxes now on your contribution (or...
401(k) RMD Rollover Problems…and a Last-Minute Save!
By Andy Ives, CFP®, AIF® IRA Analyst 401(k) custodians are usually pretty good about distributing required minimum distributions (RMDs) from the plans they oversee. This is especially important when...
Weekly Market Commentary
Investors sent US markets to another set of all-time highs despite concerns about an extended government shutdown. The U.S. government shutdown was largely dismissed by markets last week, which...
Integrating Life Insurance & Fixed Indexed Annuities: A Smarter Way to Protect, Grow, and Distribute Retirement Wealth
Big idea: Life insurance and fixed indexed annuities (FIAs) aren’t either/or. Used together, they can help protect income, manage taxes, and transfer wealth more efficiently—especially in volatile...
Another Way to Lose IRA Bankruptcy Protection
By Ian Berger, JD IRA Analyst Normally, if you declare bankruptcy, your IRA funds (traditional and Roth) are completely off limits to bankruptcy creditors. But a recent court decision is a good...
October 15 Deadlines Are Approaching
By Sarah Brenner, JD Director of Retirement Education October is almost here. This means fall is in full swing. Along with pumpkin spice lattes, football season, and sweater weather come four...
Weekly Market Commentary
The S&P 500 hit a 28th record high for the year before settling lower for the week. Investors endured a choppy week of trading as better-than-expected economic data and better-than-feared...
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