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By Sarah Brenner, JDDirector of Retirement Education
Question:
Please explain the rules and qualifications for rolling over a portion of an IRA to a Health Savings Account (HSA).
Thank you,
Bill
Answer:
Hi Bill,
A Qualified HSA Funding Distribution (QHFD) i...
By Sarah Brenner, JDDirector of Retirement Education
If you are age 73 or older in 2026, you will need to take a required minimum distribution (RMD) from your IRA. Usually, an RMD is calculated using the IRS Uniform Lifetime Table. However, if you are married to a spouse who is more than 10 years younger, and your spouse is the sole primary benefici...
By Andy Ives, CFP®, AIF®IRA Analyst
Each year, in different cities, the Ed Slott team hosts several advisor training events for financial professionals serious about learning. These 2-day programs start with our cannonballing into the retirement account pool, and we do not come up for air – we only swim deeper. The hope is ...
By Andy Ives, CFP®, AIF®IRA Analyst
QUESTION:
I am age 75 and have just one IRA. I normally do multiple qualified charitable distributions (QCDs) during the year. I also make one or more partial Roth conversions during the year. Please confirm or correct my understanding on the following:1. All QCDs, in or...
By Ian Berger, JDIRA Analyst
With all the tax changes made by the 2025 One Big Beautiful Bill Act (OBBBA), it’s no surprise that the IRS has made significant changes to the 2025 Form 1040 and supporting schedules and forms. Near the beginning of each year’s 1040 instructions, the IRS includes a section titled “What’s New” that summarizes the tax cha...