Oct 2, 2026
As the year begins to wind down, your financial plan deserves a year-end review too. The final few months of the year can be an important time to evaluate retirement accounts, taxes, insurance coverage, income needs, and other financial decisions that may affect both...
Oct 1, 2026
Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I did a qualified charitable distribution (QCD) in early January of 2026 to cover a portion of my required minimum distribution (RMD), then took the rest of the RMD before I processed a Roth conversion. Am I now allowed to...
Sep 30, 2026
By Ian Berger, JD IRA Analyst One of the mantras we have here at Ed Slott & Company is: “Don’t do 60-day rollovers. Do direct transfers instead.” The reason? 60-day rollovers between IRAs are subject to several rules that have serious tax consequences if not...
Sep 28, 2026
By Sarah Brenner, JD Director of Retirement Education Fall is in full swing and October is almost upon us. That means that an important IRA deadline looms just ahead. Here are three transactions you must get done by October 15, 2026. 1. Make a SEP IRA contribution for...
Sep 27, 2026
Markets finished the week mixed as interest rates increased across the yield curve. Oil prices swung significantly during the week as reports suggested the US and Iran were close to a deal to reopen the Strait of Hormuz. This weekend, President Trump rejected the...
