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The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable; however, we make no representation as to their completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.
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“Third-Party Posts”
The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable; however, we make no representation as to their completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.
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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Gulf Financial Group) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Gulf Financial Group.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
“Third-Party Posts”
The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable; however, we make no representation as to their completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.
Roth IRA vs. Roth 401(k): Which Is Better?
By Ian Berger, JD IRA Analyst Many of you are familiar with the tax advantages that Roth retirement accounts can bring. Although Roth contributions are made with after-tax dollars, the contributions grow tax-free, and earnings also come out tax-free after age 59½ if a...
The One Big Beautiful Bill Act (OBBBA) and SEP IRAs: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Does the new $6,000 additional deduction for seniors under the One Big Beautiful Bill Act (OBBBA) also apply if the senior itemizes their taxes? Thanks, Robert ANSWER: Robert, The new $6,000 addition to the standard...
Trump Accounts – A Hot New Bombshell Enters the Tax-Advantaged Account Villa
By Sarah Brenner, JD Director of Retirement Education Summer of 2025 brought us the new season of the hit TV show, Love Island. When a new contestant arrives on this popular reality dating show, its viewers know that “another hot bombshell has entered the villa.” The...
Last Week in Chicago
By Andy Ives, CFP®, AIF® IRA Analyst Last week in Chicago, the Ed Slott and Company team hosted another successful 2-day advisor training program. A sellout crowd of over 260 financial professionals from across the country joined us for some intense IRA and retirement...
Year-of-Death RMD and RMD on Backdoor Roth: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: I have a client who died last month. She would have been age 83 this year. She had an IRA. Her husband, age 87, was the beneficiary of the IRA. She did not take her required minimum distribution (RMD) for 2025 before she died....
How Trump Accounts Work
By Ian Berger, JD IRA Analyst The One Big Beautiful Bill Act (OBBBA) signed into law on July 4, 2025, includes a new savings vehicle for children called “Trump accounts.” The rules surrounding these accounts are complicated, and many media outlets are reporting...
3 Retirement Account Takeaways from OBBBA
By Sarah Brenner, JD Director of Retirement Education On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill Act” (OBBBA). This mammoth domestic policy and tax law is hundreds of pages long and will impact many people in all kinds of ways. What...
One Big Beautiful Bill Act and IRA Rollovers: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: With the signing of the “One Big Beautiful Bill Act” (OBBBA) legislation and the current tax rates being made permanent, have your thoughts regarding Roth conversions changed? Jim ANSWER: Jim, We have always been, and...
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...
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