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IRA BLOG
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Medicare Supplement Plans (Medigap) for 2025–2026
What to Know About Filling the Gaps in Original Medicare If you’re approaching Medicare or already enrolled, you’ve probably noticed something surprising:Original Medicare (Parts A & B) doesn’t cover everything. That’s where Medicare Supplement Insurance (also...
The Slott Report Gives Thanks
By Andy Ives, CFP®, AIF® IRA Analyst Thanksgiving Season is upon us! Here at The Slott Report, we are thankful for many things: We are thankful to have a platform to share all the important IRA and retirement account information about which we write. We are thankful...
IRA and Retirement Plan Dollar Limits Increased for 2026
By Ian Berger, JD IRA Analyst The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2026, and many of the dollar limits will increase next year. Retirement Plans The elective deferral limit for employees who participate in 401(k),...
Medicare Supplement Plans in 2026: What’s Changing, What’s Not, and What It Means for You
If you’re on Medicare — or getting close — you’ve probably heard people talk about “Medicare Supplement” or “Medigap” plans. You’ve also probably heard…👉 “Plan letters”👉 “Original Medicare only covers 80%”👉 “Rates keep going up every year.” It’s a lot. So let’s walk...
IRA Rollovers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: My wife and I have a large disparity in IRA balances. It is about a 10 to 1 ratio. I would like to transfer a significant amount to her IRA. Our brokerages say they do not allow these types of transfers....
The Right Moves – How to Move Retirement Funds
By Sarah Brenner, JD Director of Retirement Education The year 2025 has been a turbulent time for the economy. Whether due to job loss or seeking better investment opportunities in volatile markets, the result is that more and more retirement account funds are on the...
The Tricky Still-Working Exception – After Death
By Andy Ives, CFP®, AIF® IRA Analyst For those who have 401(k)s or other retirement plans, the required beginning date (RBD) when required minimum distributions (RMDs) are officially “turned on” is April 1 of the year after the year a person turns age 73. This...
Working Past 65? The New Rules of Medicare for Today’s “Unretired” Americans
If you’re turning 65, there’s a good chance you’re not retiring the way your parents did. Many of today’s 60-somethings are still working, consulting, starting businesses, helping with grandkids, or caring for aging parents. Life doesn’t magically slow down at 65—and...
The 5-Year Clock and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: A husband owned a Roth IRA which had been in existence for at least 5 years. He died in January of 2025. His wife was his primary beneficiary. The wife opened a Roth IRA in late January 2025 to receive the distribution...
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