by Kenny | Feb 26, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: What’s your opinion of the value of Trump Accounts? Worth it for kids? Should the child do a Roth conversion at age 18? Or is it better just to do a Uniform Transfers to Minors Act (UTMA) account? Or perhaps a mix...
by Kenny | Feb 25, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst With contributions to Trump Accounts expected to begin in just a few months, there are some new developments to report. As a reminder, Trump Accounts are tax-deferred savings accounts for children. They were established by Congress...
by Kenny | Feb 23, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The tax season is upon us. This is the time when many people consider contributing to a retirement account. You may be interested in the Roth IRA, which offers the promise of tax-free withdrawals in...
by Kenny | Feb 19, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst Question: I really appreciate your emails and find them very helpful. Please continue the great work. I read your advice in the recent Slott Report article that IRA contributions need to be in cash, but was wondering about Roth...
by Kenny | Feb 18, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with a question about a minor child as beneficiary of her father’s IRA. The question was brief, and I think the expectation was that our reply would be of...
by Kenny | Feb 16, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst In the January 5 edition of the Slott Report, we mentioned that the federal Thrift Savings Plan (for government workers and the military) started offering in-plan Roth conversions on January 28. This article will provide more...
