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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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12 Super Catch-Up Contribution Questions Answered
By Ian Berger, JD IRA Analyst We continue to get lots of questions about the new “super catch-up” contribution for retirement plan and SIMPLE IRA participants who are ages 60-63. Here are answers to your top 12 questions: 1. When does the super catch-up...
Bankruptcy Protection and Inherited IRAs: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I cannot find the indexed number for IRA bankruptcy protection for 2025-2028. It is $1,512,350 currently, but it is scheduled to increase on April 1, 2025. Do you know what it will be? Mike ANSWER: The updated IRA...
Surprise! You May Still Be Eligible for the Stretch IRA
By Sarah Brenner, JD Director of Retirement Education The arrival of the SECURE Act means the end of the stretch IRA for many beneficiaries. Instead, a 10-year payout rule applies for most IRAs inherited by non-spouse beneficiaries. However, the SECURE Act does allow...
IRA Trivia: Missed RMD or Excess Contribution?
By Andy Ives, CFP®, AIF® IRA Analyst Here is an all-too-common situation that seems counterintuitive: A participant in a 401(k) retires and must take his required minimum distribution (RMD). This person requests that his entire 401(k) plan balance be directly...
Inherited Roth IRAs and Qualified Charitable Distributions from SEP IRAs: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: Hi, In a recent blog post, you addressed the complicated rules for a 401(k) to Roth IRA rollover. I have a similar question as it relates to a pre-tax IRA conversion to a Roth IRA. My client is a 95 year-old woman who has a...
Avoid Double Trouble by Fixing 2024 Excess 401(k) Deferrals by April 15
By Ian Berger, JD IRA Analyst Everyone knows that April 15, 2025, is the deadline for filing 2024 income tax returns. But April 15 is also a crucial deadline if you made too many 401(k) deferrals in 2024. If you don’t fix the error by that date, the tax consequences...
How Roth IRA Distributions Are Taxed
By Sarah Brenner, JDDirector of Retirement Education Do you have a Roth IRA? If you do, there will very likely come a time when you want to take a distribution from that account. The distribution rules for taxation of Roth IRA distributions can be complicated, but if...
Roth Conversions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, If a person is turning 73 years old in March, s/he would be required to take required minimum distributions for the year. Can a person do Roth Conversion prior to turning age 73 (say in February)? Does the...
RMD Avoidance: Red Flags and Dead Ends
By Andy Ives, CFP®, AIF® IRA Analyst I appreciate it when reputable financial advisors fight for their clients. It is a pleasure to see a well-educated, experienced professional leave no stone unturned when it comes to helping someone through a problematic...
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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