Videos

As 2025 winds down, retirement planning is shifting under three big spotlights: taxes in 2026, retirement plan rule updates, and… Read more: Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right Now

  By Sarah Brenner, JD Director of Retirement Education Question: We have a 16-year-old minor inheriting an IRA from her… Read more: Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report Mailbag

  By Sarah Brenner, JD Director of Retirement Education A few months ago, the IRS introduced a new Code Y… Read more: New Code Y is Optional for 2025 QCDs

By Andy Ives, CFP®, AIF® IRA Analyst TRIVIA QUESTION: John is age 40, he has a traditional IRA, and he… Read more: Eligible Designated Beneficiary Trivia

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My client is age 71 and divorced. He is the primary beneficiary… Read more: Eligible Designated Beneficiaries and Successor Beneficiaries: Today’s Slott Report Mailbag