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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 (Curtis G. Marsh) or (Cox Strategic Wealth) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Cox Strategic Wealth.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
By Ian Berger, JD IRA Analyst Since 2010, participants in certain private sector 401(k) plans have been able to boost their Roth retirement savings by doing an “in-plan...
Best of the 2025 Slott Report
By Sarah Brenner, JD Director of Retirement Education ‘Tis the season for lists! Best TV shows, best of music and best podcasts. The lists go on and on. In the spirit...
Grinch Gifts: Penalties and Missed Opportunities
By Andy Ives, CFP®, AIF® IRA Analyst The Grinch likes it when things go horribly wrong. He likes it when rambunctious pets tip over Christmas trees. He likes it...
Holiday Cheers and Jeers
By Ian Berger, JD IRA Analyst In the spirit of the holiday season, here’s a list of cheers and jeers for the IRS and Congress: Cheers to the IRS: To its credit,...
5 Exceptions to the Year End 2025 RMD Deadline
By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account owners, this means...
Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: If a grandchild, age 30, inherits IRA assets from her grandparent, age 92, and has to take...
The Wonderful, Magical Form 5498
By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become a vegetarian. Homer asks some probing questions. “Are...
IRS Addresses Unanswered Questions About Trump Accounts
Ian Berger, JD IRA Analyst As is often the case with new legislation, the One Big Beautiful Bill Act (OBBBA) left unanswered a number of questions about Trump...
First-Time Required Minimum Distributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My client turns age 73 in November 2026. If he takes his first required minimum distribution (RMD) in December...
7 THINGS NEW ENROLLEES SHOULD KNOW ABOUT MEDICARE
To help bring clarity, we have compiled a "New to Medicare" checklist to help you out with all the basic Medicare information that you’ll need. Before 1965, Americans...
IMPACT OF STRESS ON SENIORS’ HEALTH
Stress is a significant contributor to declining health and wellbeing; it has even been identified as a primary cause of cardiovascular diseases, mental health...
AGING, DEMENTIA, AND ALZHEIMER’S – MEDICARE AND MEDIGAP ASSISTANCE
This article explores the scope of Medicare coverage for dementia patients. Since dementia is progressive in its different forms, it can develop over a number of years...
MEDICARE TAKES UP ARMS AGAINST MEMORY LOSS
The difficult truth about Alzheimer’s disease and other forms of dementia is that currently there is no full-fledged cure available. However, with early detection and...
MEDICARE AND RISING PRESCRIPTION DRUG COSTS
Are you worried about rising health care costs? There are many ways to save money, available to you. One of these is our new Price Check My Rx tool. You can also learn...