IRA BLOG

By Andy Ives, CFP®, AIF® IRA Analyst There is a 131-page bill currently working its way through the U.S. legislature. The proposal would amend the Internal Revenue Code and...

By Sarah Brenner, JD IRA Analyst The road to retirement is long. Along the way you may need to move the funds in your IRA. When that time comes, you will want to be sure that...

By Sarah Brenner, JD IRA Analyst Question: Dear Ed Slott team members, Would you please address the following scenario. You bought stock in an IRA for a $1000. Ten years later,...

By Andy Ives CFP®, AIF® IRA Analyst  Assisting business owners with the establishment of a new 401K plan brings a multitude of questions.  From plan design to investment options...

By Sarah Brenner, JD IRA Analyst Good news for retirement savers! The IRA contribution limit, which was $5,500 for 2018, will rise to $6,000 for 2019. If you are over age 50 in...

By Jeremy T. Rodriguez, JD IRA Analyst Question: Ed, I have converted a traditional IRA to a Roth this year, also have another Roth opened 10 years ago. Does IRS consider the...

By Jeremy T. Rodriguez, JD IRA Analyst Most defined contribution company retirement plans are going to consist of at least two components: the contributions the employer makes to...

By Jeremy T. Rodriguez, JD IRA Analyst Like other accounts, distributions from IRAs of basis comes out tax-free. In this setting, basis would include both nondeductible IRA...

By Beverly DeVeny IRA Analyst After Hurricanes Harvey, Irma and Maria in 2017, Congress passed special legislation allowing expanded access to retirement plan funds for...

By Jeremy T. Rodriguez, JD IRA Analyst SIMPLE IRAs are popular retirement vehicles for small businesses. They are relatively cheap to adopt and are easy to understand and...