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By Sarah Brenner, JD Director of Retirement Education If you are age 73 or older in 2026, you will need to take a required minimum distribution (RMD) from your IRA. Usually, an RMD is calculated using the IRS Uniform Lifetime Table. However, if you are married...UNC
By Andy Ives, CFP®, AIF® IRA Analyst Each year, in different cities, the Ed Slott team hosts several advisor training events for financial professionals serious about learning. These 2-day programs start with our cannonballing into the retirement account pool,...
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Investors endured a volatile week on Wall Street as 4th quarter earnings continued to roll in. Concerns about massive capital expenditures resurfaced after Amazon and Google announced $200 billion and $185 billion in capex, respectively. This comes after last week’s...UNC
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I am age 75 and have just one IRA. I normally do multiple qualified charitable distributions (QCDs) during the year. I also make one or more partial Roth conversions during the year. Please confirm or correct my...
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Retirement planning changes once the paychecks stop. In your working years, the goal is usually growth. In retirement, the goal becomes reliable income, tax efficiency, and protecting your lifestyle—all while navigating market ups and downs. If you’re retired (or...UNC
By Ian Berger, JD IRA Analyst With all the tax changes made by the 2025 One Big Beautiful Bill Act (OBBBA), it’s no surprise that the IRS has made significant changes to the 2025 Form 1040 and supporting schedules and forms. Near the beginning of each year’s 1040...
