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The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Kenney Insurance Services, deems reliable but in no way does Kenney Insurance Services guarantee its accuracy or completeness. Kenney Insurance Services had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Kenney Insurance Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Kenney Insurance Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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Holiday Cheers and Jeers
By Ian Berger, JD IRA Analyst In the spirit of the holiday season, here’s a list of cheers and jeers for the IRS and Congress: Cheers to the IRS: To its credit, the IRS did issue timely guidance on two retirement-related provisions set to kick in next year. The...
5 Exceptions to the Year End 2025 RMD Deadline
By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account owners, this means that an important deadline is fast approaching. Most of those who are age 73 or older will need to...
Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: If a grandchild, age 30, inherits IRA assets from her grandparent, age 92, and has to take required minimum distributions (RMDs) from the inherited IRA, can she send those RMDs directly to charity...
The Wonderful, Magical Form 5498
By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become a vegetarian. Homer asks some probing questions. “Are you saying you’re never going to eat any animal again? What about bacon? Ham? Pork chops?” When...
IRS Addresses Unanswered Questions About Trump Accounts
Ian Berger, JD IRA Analyst As is often the case with new legislation, the One Big Beautiful Bill Act (OBBBA) left unanswered a number of questions about Trump Accounts, the new savings vehicle for children. Some of those questions were discussed in a Slott...
First-Time Required Minimum Distributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My client turns age 73 in November 2026. If he takes his first required minimum distribution (RMD) in December 2026 rather than waiting until April 1, 2027, what balance is used to do the RMD calculation? Thanks...
New IRS Guidance on Trump Accounts Is Released
Sarah Brenner, JD Director of Retirement Education The IRS has issued guidance on Trump Accounts, which are new tax advantaged accounts for children established as part of the One Big Beautiful Bill Act (OBBBA). Trump Accounts are scheduled to become available...
Yes, RMDs Apply to Inherited Roth IRAs, But…
By Andy Ives, CFP®, AIF® IRA Analyst We have written about this topic in The Slott Report before (“Inherited Roth IRA: RMDs or No?” – May 15, 2023), yet the questions continue to roll in. Yes, required minimum distributions (RMDs). DO APPLY to inherited Roth...
Stretch RMDs and Roth Conversions: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: Hello Ed, I have been a fan of yours for a long time (and the owner of a copy of The Retirement Savings Time Bomb) and have always appreciated your insights. We have a client who is age 58 years and is the sole beneficiary of a...
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Kenney Insurance Services, deems reliable but in no way does Kenney Insurance Services guarantee its accuracy or completeness. Kenney Insurance Services had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Kenney Insurance Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Kenney Insurance Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
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5730 W. 74th Street
Indianapolis, IN 46278
Office: 317-459-8634
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