David is back in the studio this week, welcoming Andy Ives, CFP and IRA Analyst with the Ed Slott Advisor Group. Andy has been quoted in The Wall Street Journal and USA Today, as well as contributed articles for TheStreet.com, and David is excited to bring him to the show.

There is much to discuss - understanding how IRA beneficiaries are paid, why a required minimum distribution (RMD) must be satisfied before doing a Roth IRA conversion, the timing of Roth conversions and what Andy and the Ed Slott team anticipate in in 2025. It's an hour full of great information - tune in and enjoy!