IRA Blog

Why You Should Take Your 2025 RMD Now

  By Sarah Brenner, JD Director of Retirement Education   The deadline for most retirement account owners to take their 2025 required minimum distribution (RMD) is December 31, 2025. However, there are good reasons why you should take your RMD now instead of...

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Inherited IRAs – Bankruptcy Protection?

By Andy Ives, CFP®, AIF® IRA Analyst Just over 10 years ago, in June 2014, the U.S. Supreme Court ruled unanimously, 9-0, that inherited IRAs are NOT protected in bankruptcy under federal law. The primary issue before the Court was whether an inherited IRA is a...

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Are HSAs Going Roth?

By Sarah Brenner, JD Director of Retirement Education Many of the provisions of the Tax Cuts and Jobs Act are scheduled to expire at the end of 2025. There are currently a number of proposals in the works in Congress to extend these tax cuts. A serious hurdle is how...

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Rollovers and Inherited IRAs: Today’s Slott Report Mailbag

By Sarah Brenner, JD Director of Retirement Education   Question: I have a large non-qualified 457 deferred compensation plan and I am required to take distributions. I am looking to minimize taxes. Can I roll over these funds to an IRA? Answer: Unfortunately,...

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