Apr 15, 2026
By Sarah Brenner, JD Director of Retirement Education Not all funds in an IRA belong there. When a contribution is not permitted in an IRA, it is considered an excess contribution and needs to be fixed to avoid penalties. Some excess contributions are easy to...
Apr 13, 2026
By Andy Ives, CFP®, AIF® IRA Analyst April 15 is fast approaching. Not only is this the standard tax filing deadline, but it is also the deadline to complete some IRA transactions. But there is a common misconception that certain other IRA transactions can also...
Apr 12, 2026
Global markets rose for a second week as the US and Iran agreed to a two-week ceasefire. The two sides met in Pakistan on Saturday to negotiate an end to the war, but talks ended without a resolution. The fragile ceasefire will be tested on Monday as markets reopen,...
Apr 9, 2026
Non-Spouse Beneficiaries and Funding QCDS: Today’s Slott Report Mailbag Thursday, April 09, 2026 By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: If a non-spouse beneficiary inherits a 401(k), what are the options? Can you roll the money into an inherited IRA? Are...
Apr 9, 2026
For many people approaching age 65, Medicare feels like something they can figure out later. After all, if you are still working, covered by a spouse’s plan, or simply feeling healthy, it may seem easy to put off enrollment and deal with it when the time feels right....
