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Are Annuities Taxable? A Guide to How Annuities are Taxed
Annuities offer powerful tax benefits to those planning for, or entering retirement. Unlike money market accounts, savings accounts, certificate of deposit (CDs), and...
What Is Good About Fixed Indexed Annuities?
Fixed indexed annuities (FIAs) have grown in popularity over the years, primarily due to their unique combination of safety, growth potential, and guaranteed income...
What Is the Ideal Retirement Age for Your Health?
Average life expectancy has risen by 16 years since the national retirement age was set at 65. We asked health experts when they think people should stop working now....
As Social Security reform talks heat up, changes to the retirement age, payroll tax may be on the table
KEY POINTS Without action from Congress, Social Security may only be able to pay full benefits for another decade. As lawmakers weigh potential fixes, getting...
![15 Surprising Retirement Facts and Stats for [2023]](https://robertswealth.com/wp-content/uploads/2023/04/pexels-mikhail-nilov-8307717.jpg)
15 Surprising Retirement Facts and Stats for [2023]
There are a lot of myths about retirement out there. Here are several retirement statistics that might just surprise you. While we may know family members or friends...
Fixed index annuities: potential plus protection
Fixed index annuities can help you accumulate money for retirement and provide guaranteed income after you retire. A fixed index annuity may be a good choice if you...
Two of the ‘best’ ways to donate to maximize your tax deduction for charitable gifts, according to financial advisors
KEY POINTS This holiday season, it may be possible to lower your taxes while supporting your favorite charity, experts say. If you itemize deductions, consider...
Successful Retirement Requires More Than Financial Planning
Are emotional health and personal fulfillment part of your retirement portfolio? Retiring successfully requires careful planning to ensure financial and physical...
Can Remote Work Get You a Head Start on Retirement?
If you have a dream destination in mind, careful planning and a willing boss could help you make the move ahead of schedule Rob Nehrbas was winding up his career as an...
Weekly Market Commentary
Weekly Market Commentary - 5/19/2023 -Darren Leavitt, CFA Investors were treated to a week of gains for US indices, while US Treasuries fell significantly across the...
Weekly Market Commentary
Weekly Market Commentary - 5/5/2023 -Darren Leavitt, CFA Investors were treated with an extremely busy start to May. Central bank decisions on monetary policies and...
Weekly Market Commentary
Weekly Market Commentary - 4/28/2023 -Darren Leavitt, CFA Markets ended the month of April with slight gains for the large-cap indices and small losses for the...
Weekly Market Commentary
Weekly Market Commentary - 4/21/2023 -Darren Leavitt, CFA US equities traded sideways throughout the week as investors contemplated Q1 earnings reports, more Fed...
Weekly Market Commentary
Weekly Market Commentary - 4/14/2023 -Darren Leavitt, CFA Trade was quiet this week as investors awaited inflation data and the start of first-quarter corporate...
Weekly Market Commentary
Weekly Market Commentary - 4/7/2023 -Darren Leavitt, CFA The holiday-shortened week saw low volumes in trading, where countercyclical sectors and US Treasuries were...
Weekly Market Commentary
Weekly Market Commentary - 3/10/2023 -Darren Leavitt, CFA Wall Street endured a difficult week with volatile fluctuations in equity and fixed-income markets. Fed...
Weekly Market Commentary
Weekly Market Commentary - 3/3/2023 -Darren Leavitt, CFA US equity markets bounced on oversold conditions and their ability to hold key technical levels this week. The...
Weekly Market Commentary
Weekly Market Commentary - 2/24/2023 -Darren Leavitt, CFA It was another tough week on Wall Street as US equity markets continued to retreat alongside a sustained...
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REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Hello and thank you for all the great, helpful information you...
HSA BENEFITS THAT MAY SURPRISE YOU
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport You have likely heard of Health Savings Accounts (HSAs), and you may...
INHERITED ROTH IRA: RMDS OR NO?
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport QUESTION: Do required minimum distributions (RMDs) apply to inherited Roth IRAs? ANSWER: It...
INHERITED ROTH IRA RMDS AND MERGING IRAS: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Hello, Are you required to take out RMDs (required minimum distributions) on an inherited...
MANDATORY ROTH CATCH-UP CONTRIBUTIONS REQUIRED FOR 2024
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport One of the more controversial provisions of the new SECURE 2.0 law concerns 401(k) catch-up...
CONVERSION AS A GIFT TO YOUR BENEFICIARIES
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Do you have an IRA you are thinking about converting to a Roth IRA? There...
INHERITED ROTH IRAS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Question: Am I correct to assume if I leave my Roth IRA to my 2 adult children, they will...
THE 3 IRA BENEFICIARY CATEGORIES – AGAIN AND AGAIN AND AGAIN
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport This past week the Ed Slott team hosted another successful conference for our Elite IRA...
HOW THE RETIREMENT PLAN COMPENSATION LIMIT WORKS
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport It’s certainly not a bad problem to have. But employees with very high compensation cannot have...