IRA Blog

  By Andy Ives, CFP®, AIF® IRA Analyst I appreciate it when reputable financial advisors fight for their clients. It is a pleasure to see a well-educated,...

By Ian Berger, JD IRA Analyst More and more 401(k) plans are making Roth employee contributions available, and employees leaving their jobs often want to roll over Roth...

By Andy Ives, CFP®, AIF® IRA Analyst   QUESTION: I opened my first Roth IRA in 2017 and a second Roth IRA in December 2021. My current age is 71. I withdrew some...

By Sarah Brenner, JD Director of Retirement Education Why is it so important to know how the “once-per-year rollover rule” works? Well, that’s because trouble with the...

By Andy Ives, CFP®, AIF® IRA Analyst Sometimes we get stuck in traffic, or a highway is closed, and we are forced to find an alternate route. I’m not talking about...

By Ian Berger, JD IRA Analyst   Question: Dear Ed Slott and America’s IRA Experts, I have a rollover traditional IRA that was set up when I left my last job. I am...

By Ian Berger, JD IRA Analyst   One important provision of the 2022 SECURE 2.0 law is the requirement that most new 401(k) and 403(b) plans must institute...

By Sarah Brenner, JD Director of Retirement Education Tax season is upon us! This is the time of year when many people consider making a contribution to an IRA. If you...

By Sarah Brenner, JD Director of Retirement Education Question: I just inherited an IRA from my sister. She died at age 74 and I am age 78. Am I required to use the...