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“Third-Party Posts”
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Olivier Safe Retirement, deems reliable but in no way does Olivier Safe Retirement guarantee its accuracy or completeness. Olivier Safe Retirement 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 Olivier Safe Retirement. 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 Olivier Safe Retirement, 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 (Olivier Safe Retirement) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Olivier Safe Retirement.
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What We Are Thankful for at The Slott Report
Sarah Brenner, JD Director of Retirement Education Each year it is a Thanksgiving tradition here at the Slott Report to take a moment to give thanks for the rules that are helpful to retirement savers. There are many times when rules governing retirement...
So Many IRA Beneficiary Variables!
By Andy Ives, CFP®, AIF® IRA Analyst When an IRA owner dies, what is the payout schedule for the beneficiary? The key to distinguishing the correct program (i.e., 10-year rule, stretch RMDs, 5-year rule, etc.) is to identify all the important variables. But...
Qualified Charitable DIstributions and Inherited IRAs: TOday’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello Ed Slott Team, We have a client with an IRA who wants to do a qualified charitable distribution (QCD) to a charity. The charity also has an account with the same custodian of the IRA and has asked that the...
Nothing SIMPLE About It: 3 Different Catch-Up Limits for 2025
Ian Berger, JD IRA Analyst Here’s something you can only find in the Internal Revenue Code: Starting in 2025, there will be not one, not two, but three different catch-up limits for older SIMPLE IRA participants. Like IRAs and workplace plans like 401(k)s, SIMPLE IRAs...
Tax-Free HSA Distributions
By Sarah Brenner, JD Director of Retirement Education Health Savings Accounts (HSAs) continue to become more popular. If you have a qualifying high deductible health plan, you may make deductible contributions to an HSA. Then, you can take tax-free...
Roth IRA Conversion Considerations
By Andy Ives, CFP®, AIF® IRA Analyst Roth IRA conversions remain as popular as ever. However, based on some recent questions we’ve received, it is apparent that folks don’t fully understand all the nuances of this transaction. Here are some of the basic...
Annual RMDs For Certain Beneficiaries Kick in Soon
By Ian Berger, JD IRA Analyst The get-out-of-jail card that has allowed many IRA and plan beneficiaries to forego annual required minimum distributions (RMDs) is about to expire. Here’s some background: In its 2022 proposed regulations, the IRS took the...
INHERITED ROTH IRAs AND TRUST BENEFICIARY PAYOUTS: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Expert Question: For a non-spousal inherited roth IRA account, there seems to be contradictory advice on different websites about when to take distributions. Some say there are annual required minimum distributions (RMDs) within the 10...
401(k) Contribution Limits Increase for 2025
By Sarah Brenner, JD Director of Retirement Education There is some good news for retirement savers! The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2025, and many of the dollar limit restrictions on retirement accounts...
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Olivier Safe Retirement, deems reliable but in no way does Olivier Safe Retirement guarantee its accuracy or completeness. Olivier Safe Retirement 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 Olivier Safe Retirement. 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 Olivier Safe Retirement, 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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Metairie, LA 70001
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