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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 (Joe Cruz) or (Select Retirement Wealth) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Select Retirement Wealth.
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Roth IRAs and Successor Beneficiaries: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I have been getting emails from a few sites pitching their subscriptions. They claim that Roth IRAs will all be...
The Roth IRA Advantage Under the Final RMD Rules
Sarah Brenner, JD Director of Retirement Education In 2020, the SECURE Act completely changed the game for nonspouse IRA beneficiaries. Now, most are subject to the...
Year-of-Death RMD – Deadline Extended!
By Andy Ives, CFP®, AIF® IRA Analyst When a person reaches the required beginning date (RBD) – generally April 1 of the year after the year the person turns age 73 –...