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“Third-party posts from Ed Slott’s IRA Blog:”

IRA BLOG

Who Must Take a 2024 RMD?

By Sarah Brenner, JD Director of Retirement Education   The holidays are upon us. There is shopping to do, gifts to wrap, and parties to attend. Amidst the hustle and bustle of the season, you may be forgiven if your retirement account is not at the top of your...

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QCD Timing

By Andy Ives, CFP®, AIF® IRA Analyst   Year after year, this topic continues to bubble up. Confusion exists over when a QCD can be done in relation to the RMD. Qualified charitable distributions (QCDs) can offset all or a portion of an RMD (required minimum...

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What We Are Thankful for at The Slott Report

  Sarah Brenner, JD Director of Retirement Education Each year it is a Thanksgiving tradition here at the Slott Report to take a moment to give thanks for the rules that are helpful to retirement savers. There are many times when rules governing retirement...

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So Many IRA Beneficiary Variables!

By Andy Ives, CFP®, AIF® IRA Analyst   When an IRA owner dies, what is the payout schedule for the beneficiary? The key to distinguishing the correct program (i.e., 10-year rule, stretch RMDs, 5-year rule, etc.) is to identify all the important variables. But...

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Nothing SIMPLE About It: 3 Different Catch-Up Limits for 2025

Ian Berger, JD IRA Analyst Here’s something you can only find in the Internal Revenue Code: Starting in 2025, there will be not one, not two, but three different catch-up limits for older SIMPLE IRA participants. Like IRAs and workplace plans like 401(k)s, SIMPLE IRAs...

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Tax-Free HSA Distributions

By Sarah Brenner, JD Director of Retirement Education   Health Savings Accounts (HSAs) continue to become more popular. If you have a qualifying high deductible health plan, you may make deductible contributions to an HSA. Then, you can take tax-free...

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Roth IRA Conversion Considerations

By Andy Ives, CFP®, AIF® IRA Analyst   Roth IRA conversions remain as popular as ever. However, based on some recent questions we’ve received, it is apparent that folks don’t fully understand all the nuances of this transaction. Here are some of the basic...

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