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Ed Slott and Company, LLC blogs
25.09.2025
Traditional and Roth IRA owners often get confused about the distributions they take from their IRAs. Mix-ups and misunderstandings are pervasive. With Roth IRAs, there a number of different factors to consider when withdrawing funds.
26.09.2025
QUESTION:My father passed away in November 2021. I became disabled in April 2022. Am I now an eligible designated beneficiary (EDB) that can use the stretch rule for distributions? I receive disability payments, so the SSA knows my disability start date. I have read dozens of articles all with conflicting information. Thank you for any advice.
30.09.2025
October is almost here. This means fall is in full swing. Along with pumpkin spice lattes, football season, and sweater weather come four important October 15 deadlines you will not want to miss!
02.10.2025
Normally, if you declare bankruptcy, your IRA funds (traditional and Roth) are completely off limits to bankruptcy creditors. But a recent court decision is a good reminder that this isn’t always the case.