Want to stay in touch with the latest updates from Ed Slott and Company, LLC? That's easy! Just subscribe clicking the Follow button below, choose topics or keywords for filtering if you want to, and we send the news to your inbox, to your phone via push notifications or we put them on your personal page here on follow.it.
Reading your RSS feed has never been easier!
Website title: Ed Slott and Company, LLC - America's IRA Experts
Is this your feed? Claim it!
By Sarah Brenner, JDDirector of Retirement Education
Question:
My wife and I have a large disparity in IRA balances. It is about a 10 to 1 ratio. I would like to transfer a significant amount to her IRA.
Our brokerages say they do not allow these types of transfers. How do you manage to do that type of rollover?
By Sarah Brenner, JDDirector of Retirement Education
The year 2025 has been a turbulent time for the economy. Whether due to job loss or seeking better investment opportunities in volatile markets, the result is that more and more retirement account funds are on the move.
When retirement funds are in motion, there are rules that must be fo...
By Andy Ives, CFP®, AIF®IRA Analyst
For those who have 401(k)s or other retirement plans, the required beginning date (RBD) when required minimum distributions (RMDs) are officially “turned on” is April 1 of the year after the year a person turns age 73. This is the same RBD applicable to IRAs. However, if a person is still working ...
By Andy Ives, CFP®, AIF®IRA Analyst
QUESTION:
A husband owned a Roth IRA which had been in existence for at least 5 years. He died in January of 2025. His wife was his primary beneficiary. The wife opened a Roth IRA in late January 2025 to receive the distribution from husband’s Roth IRA. The wife then une...
By Ian Berger, JDIRA Analyst
With continuing economic uncertainty, it’s not surprising that the number of employees who need to dip into their 401(k) and other company plan funds is on the rise.
Congress originally set strict limits on the ability of employees to make in-service plan withdrawals. This reflected the belief that retiremen...
