IRA Blog

  By Sarah Brenner, JD Director of Retirement Education Question: Is it wise to designate a grandchild as primary beneficiary for IRA accounts? Answer: You can...

By Sarah Brenner, JD Director of Retirement Education These days many Americans are still working long beyond what has traditionally been retirement age. This may be by...

By Andy Ives, CFP®, AIF® IRA Analyst When a transactional mistake is made with retirement plan or IRA assets, there is oftentimes a mechanism to correct the error. For...

  By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: What’s your opinion of the value of Trump Accounts? Worth it for kids? Should the child do a Roth conversion at...

  By Ian Berger, JD IRA Analyst With contributions to Trump Accounts expected to begin in just a few months, there are some new developments to report. As a...

  By Sarah Brenner, JD Director of Retirement Education The tax season is upon us. This is the time when many people consider contributing to a retirement account....

  By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with a question about a minor child as beneficiary of her...

  By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with a question about a minor child as beneficiary of her...

  By Ian Berger, JD IRA Analyst In the January 5 edition of the Slott Report, we mentioned that the federal Thrift Savings Plan (for government workers and the...