COMMON CONFUSIONS WITH THE ONCE-PER-YEAR ROLLOVER RULE

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport The once-per-year IRA rollover rule sounds pretty easy to understand. You may only do one IRA-to-IRA (or Roth IRA-to-Roth IRA rollover) per year (365 days). However, this rule is...

IRA MID-TERM EXAM

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport The Investment Company Institute (ICI) is an association representing mutual fund companies and similar investment companies. Each year, ICI conducts a survey of the prevalence of IRAs in American...

HOW TO LOSE AN INHERITED IRA AND GAIN A BIG TAX BILL

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport   Did you inherit an IRA from someone who is NOT your spouse? This is not uncommon. Maybe you inherited from a sibling or a parent or a friend. If this is your situation,...