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The following link/content may include information and statistical data obtained from and/or prepared by third party sources that Future Benefits Insurance & Retirement Planning, deems reliable but in no way does Future Benefits Insurance & Retirement Planning guarantee its accuracy or completeness. Future Benefits Insurance & Retirement Planning had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Future Benefits Insurance & Retirement Planning. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Future Benefits Insurance & Retirement Planning, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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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 (Future Benefits) or (Future Benefits Insurance & Retirement Planning) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Future Benefits Insurance & Retirement Planning.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
The 5-Year Clock and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: A husband owned a Roth IRA which had been in existence for at least 5 years. He died in January of 2025. His wife was his...
When Can I Take an In-Service Withdrawal from My 401(k)?
By Ian Berger, JD IRA Analyst With continuing economic uncertainty, it’s not surprising that the number of employees who need to dip into their 401(k) and other...
5 Times When You Should Not Name Your Spouse as Beneficiary
By Sarah Brenner, JD Director of Retirement Education While naming a spouse directly as the IRA beneficiary has many advantages and is a popular choice, it is...
Penalty-Free Withdrawals of Roth Conversions and the First RMD Year: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: Greetings, In 2025, I converted a traditional IRA to an existing Roth IRA, which I have held for 20 years. I will turn age 60 in...
IRAs and 401(k) Plans: Different Rules, Different Worlds
By Andy Ives, CFP®, AIF® IRA Analyst At their core, IRAs and 401(k) plans operate in a similar fashion. Contributed dollars avoid taxation until they are withdrawn at...
8 Questions Answered About the New Mandatory Roth Catch-Up Rule
By Ian Berger, JD IRA Analyst Many employers with company plans, and their recordkeepers, are scrambling to be ready for the soon-to-be-effective SECURE 2.0 rule...
Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: We have a 16-year-old minor inheriting an IRA from her 40-year-old father. Is it true that the...
New Code Y is Optional for 2025 QCDs
By Sarah Brenner, JD Director of Retirement Education A few months ago, the IRS introduced a new Code Y for the reporting of qualified charitable distributions...
Eligible Designated Beneficiary Trivia
By Andy Ives, CFP®, AIF® IRA Analyst TRIVIA QUESTION: John is age 40, he has a traditional IRA, and he is updating his beneficiary form. John wants to be sure that...
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Future Benefits Insurance & Retirement Planning, deems reliable but in no way does Future Benefits Insurance & Retirement Planning guarantee its accuracy or completeness. Future Benefits Insurance & Retirement Planning had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Future Benefits Insurance & Retirement Planning. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Future Benefits Insurance & Retirement Planning, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
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