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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 (Glad Cleveland) or (Cleveland Financial Solutions) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Cleveland Financial Solutions.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
New Rule: All IRA RMDs Must Be Satisfied Prior to Doing a Roth Conversion
By Andy Ives, CFP®, AIF® IRA Analyst Yes, you read that title correctly. This rule was confirmed in the 2024 final SECURE Act regulations, released this past...
Trusts as the Beneficiary and Inherited IRAs: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I’m working with a retired client who has a sizable IRA. He set up a trust and named it as the beneficiary...
Turn Your Clocks Back, and Pay Attention to the Roth IRA Clocks
By Ian Berger, JD IRA Analyst Don’t forget to turn your clocks back this weekend! With that reminder comes another: pay attention to the Roth IRA distribution clocks....
3 IRA Tasks to Complete by the End of 2024
Sarah Brenner, JD Director of Retirement Education The year 2024 has flown by and the holidays season will soon be upon us. That means time is running out on...
The Zombie Rule
By Andy Ives, CFP®, AIF® IRA Analyst This article is NOT about the “ghost rule” applicable to non-living beneficiaries. That payout rule applies when a...
Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025
By Ian Berger, JD IRA Analyst The year is flying by, and before we know it 2025 will be here. With the arrival of the new year, several new provisions from the 2022...
QTIP Trusts and Successor Beneficiaries: Today’s Slott Report Mailbag
Ian Berger, JD IRA Analyst Question: We have a client who has children from a previous marriage. Upon the husband’s death, he wants to make sure his current spouse has...
You Missed the October 15 Deadline to Correct an Excess IRA Contribution – Now What?
By Sarah Brenner, JD Director of Retirement Education October 15, 2024 has come and gone. This was the deadline for correcting 2023 excess IRA contributions...
Nuances of NUA
We have written about the net unrealized appreciation (NUA) tax strategy many times. Generally, after a lump sum distribution from the plan, the NUA tactic enables an...
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