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- Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report MailbagBy Sarah Brenner, JD Director of Retirement Education Question: If a grandchild, age 30, inherits IRA assets from her… Read more: Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report Mailbag
- The Wonderful, Magical Form 5498By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become… Read more: The Wonderful, Magical Form 5498
- IRS Addresses Unanswered Questions About Trump AccountsIan Berger, JD IRA Analyst As is often the case with new legislation, the One Big Beautiful Bill Act… Read more: IRS Addresses Unanswered Questions About Trump Accounts
- Weekly Market Commentary
The Federal Reserve, as expected, cut its monetary policy rate by twenty-five basis points to 3.50%-3.75% and tempered expectations for… Read more: Weekly Market Commentary
