<h1 class="intro">Enjoy the<br><!-- [et_pb_line_break_holder] --><span>Dream</span><br><!-- [et_pb_line_break_holder] -->of Retirement Income</h1>

Articles

2025 Year-End Retirement Account Deadlines

  By Sarah Brenner, JD Director of Retirement Education The end of the year always brings a flurry of retirement account deadlines and planning opportunities. This year is no different. And, new for 2025, the One Big Beautiful Bill Act (OBBBA) brings new...

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Do QCDs Actually Reduce AGI?

  By Andy Ives, CFP®, AIF® IRA Analyst It has come to our attention that confusion exists as to how qualified charitable distributions (QCDs) impact one’s taxes. It is said that QCDs can reduce adjusted gross income (AGI). But is this true? Yes, it is true…but...

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Tapping an ESA for Back-to-School Expenses

By Sarah Brenner, JD Director of Retirement Education It’s August and that means it is back-to-school time! The 2025-2026 school year is upon us. Kids are already back in the classroom and ready to learn. Any parent will tell you that back-to-school time is an...

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The Craziest Stuff I’ve Heard

By Andy Ives, CFP®, AIF® IRA Analyst The Ed Slott team has answered literally tens of thousands of IRA and retirement plan questions over the past few years. That is not hyperbole—we track it all. The questions we’re asked run the gamut from basic to extremely...

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In ERISA Retirement Plans, Spouse Beneficiaries Rule

  By Ian Berger, JD IRA Analyst At Ed Slott and Company, we continually stress how important the beneficiary designation form is. Because it’s that form – and not the retirement account owner’s will or other estate planning documents – that usually dictates who...

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