Arrow Advisors

IRA BLOG

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 (Arrow Advisors) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Arrow Advisors.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

Why You Need Part D

Key Points Medicare Part D is a voluntary program, but if you do not enroll in a plan, you won’t have coverage for expensive medications. You will also have a late enrollment penalty if you don’t have other creditable coverage. Medicare Part D is a huge time...

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How Trump Accounts Work

By Ian Berger, JD IRA Analyst The One Big Beautiful Bill Act (OBBBA) signed into law on July 4, 2025, includes a new savings vehicle for children called “Trump accounts.” The rules surrounding these accounts are complicated, and many media outlets are reporting...

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3 Retirement Account Takeaways from OBBBA

By Sarah Brenner, JD Director of Retirement Education On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill Act” (OBBBA). This mammoth domestic policy and tax law is hundreds of pages long and will impact many people in all kinds of ways. What...

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Medigaps

Original Medicare Part B covers 80% of the cost of most services. But what about the other 20%? Or the other out-of-pocket costs like deductibles or inpatient copays? Let’s discuss Medigaps, which can help cover these costs. What are Medigaps? Medigaps are health...

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OBBBA: No IRA Changes, but More Roth Conversions?

By Andy Ives, CFP®, AIF® IRA Analyst Hopefully Ed Slott and Company is your trusted, go-to source for all things IRA and retirement plan related. Let’s be clear about the “One Big Beautiful Bill Act of 2025” (OBBBA), enacted on July 4. There is no “SECURE 3.0” in this...

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How Company Plan Loans Work

By Ian Berger, JD IRA Analyst Most company retirement savings plans, such as 401(k), 403(b) and 457(b) plans, are allowed to (but not required to) offer plan loans. According to a survey by the Employee Benefits Research Institute, as of the end of 2022, 52% of 401(k)...

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