IRA BLOG

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4 Things to Know About Rollovers Between Calendar Years

By Sarah Brenner, JD Director of Retirement Education   The IRA rollover rules are always tricky. However, if you are rolling over an IRA distribution when the calendar year changes, the rules can become especially challenging. Here are four things you need to...

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The QCD Dance

  By Andy Ives, CFP®, AIF® IRA Analyst Tis the season for giving, and qualified charitable distributions (QCDs) are a popular way to donate to a favorite charity. However, rules must be followed. In a recent Slott Report entry (“QCD Timing,” December 4), I...

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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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New 401(k) Provisions That Become Effective in 2025

By Ian Berger, JD IRA Analyst   Get ready! Several new 401(k) provisions from the SECURE 2.0 Act kick in on January 1, 2025. One that we’ve already written about is the ability of employees to make extra catch-up contributions in a year they turn age 60, 61, 62...

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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 accounts can...

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