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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Marlene Wanzong) or (Imagine Financial Solutions) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Imagine Financial Solutions.
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12 Super Catch-Up Contribution Questions Answered
By Ian Berger, JD IRA Analyst We continue to get lots of questions about the new “super catch-up” contribution for retirement plan and SIMPLE IRA participants...
Bankruptcy Protection and Inherited IRAs: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I cannot find the indexed number for IRA bankruptcy protection for 2025-2028. It is $1,512,350 currently, but it is...
Surprise! You May Still Be Eligible for the Stretch IRA
By Sarah Brenner, JD Director of Retirement Education The arrival of the SECURE Act means the end of the stretch IRA for many beneficiaries. Instead, a 10-year payout...
IRA Trivia: Missed RMD or Excess Contribution?
By Andy Ives, CFP®, AIF® IRA Analyst Here is an all-too-common situation that seems counterintuitive: A participant in a 401(k) retires and must take his...
Inherited Roth IRAs and Qualified Charitable Distributions from SEP IRAs: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: Hi, In a recent blog post, you addressed the complicated rules for a 401(k) to Roth IRA rollover. I have a similar question as...
Avoid Double Trouble by Fixing 2024 Excess 401(k) Deferrals by April 15
By Ian Berger, JD IRA Analyst Everyone knows that April 15, 2025, is the deadline for filing 2024 income tax returns. But April 15 is also a crucial deadline if you...
How Roth IRA Distributions Are Taxed
By Sarah Brenner, JD Director of Retirement Education Do you have a Roth IRA? If you do, there will very likely come a time when you want to take a distribution...
Roth Conversions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, If a person is turning 73 years old in March, s/he would be required to take required minimum distributions...
RMD Avoidance: Red Flags and Dead Ends
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,...
The views reflected by the author in this article are subject to change at any time without notice. Imagine Financial Solutions deems reliable any statistical data or information obtained from or prepared by third-party sources included in this article, but in no way guarantees its accuracy or completeness.
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