IRA BLOG

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/EliteGroup

Pro Rata, Not “Double Tax”

By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and deductible (pre-tax) funds, then each...

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Moving Your Roth Account

  By Sarah Brenner, JD Director of Retirement Education The year 2025 has been a turbulent time for the economy. Whether due to job loss or persons seeking better...

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Bad Advice Turns Me Into the Hulk

By Andy Ives, CFP®, AIF® IRA Analyst Before he transformed into the Incredible Hulk, Bruce Banner once said to his antagonist, “Don’t make me angry. You wouldn’t like...

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