OBBBA: No IRA Changes, but More Roth Conversions?

By Andy Ives, CFP®, AIF® IRA Analyst Hopefully Ed Slott and Company is your trusted, go-to source for all things IRA and retirement plan related. Let’s be clear about the “One Big Beautiful Bill Act of 2025” (OBBBA), enacted on July 4. There is no “SECURE 3.0” in this...

How Company Plan Loans Work

By Ian Berger, JD IRA Analyst Most company retirement savings plans, such as 401(k), 403(b) and 457(b) plans, are allowed to (but not required to) offer plan loans. According to a survey by the Employee Benefits Research Institute, as of the end of 2022, 52% of 401(k)...
Weekly Market Commentary

Weekly Market Commentary

The holiday-shortened week produced another week of gains for US equity indices.  The S&P 500 was up 10.6 % in the 2nd quarter, while the NASDAQ composite rose 17.8%.  Trump’s reconciliation bill was passed by the Senate and subsequently approved by the House,...