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5 Reasons To Buy an Annuity
A few reasons to consider buying an annuity include the tax advantages, income for life and customization options for added benefits. The Annuity.org editorial team...
Five Things I Wish I’d Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement. Planning for retirement is tricky....
6 Reasons Annuities Should Be Part of Your Retirement Plan in 2024
When setting up your financial retirement plan, you’ll likely consider various options for how you plan on covering the bills in your golden years. With soaring...
Retired or Nearly Retired? 2024 Is the Time to Focus on Risk Reduction
“The future ain’t what it used to be,” the inimitable Yogi Berra once said. Yogi knew the future is unpredictable. No one in 2019 could have predicted a devastating...
What’s Changing for Retirement in 2024?
Inflation adjustments and the phase-in of Secure 2.0 provisions have implications for retirement savers and retirees alike. The dawning of 2024 will usher in more...
7 Ways Retirement Will Be Different in 2024
How changes in Social Security, Medicare, taxes and more will affect your finances For most people, retirement finance is a delicate balance between income that’s...
Here’s when the 2024 Social Security cost-of-living adjustment will kick in
While inflation has been falling in recent months, seniors remain especially vulnerable to price increases, experts say. Social Security recipients and others on fixed...
Want to retire early? Make these 5 moves in 2024
As 2023 comes to a close, many Americans are turning their attention to 2024 and contemplating resolutions for the new year. Many focus on financial resolutions. as...
Is it possible to switch from Social Security retirement benefits to disability benefits?
Yes. If you become disabled after filing early for retirement benefits, you may be able to change to Social Security Disability Insurance (SSDI). Similarly, if you...
Weekly Market Commentary
-Darren Leavitt, CFA It was a turbulent week on Wall Street as investors assessed the Federal Reserve’s decision on monetary policy while economic data and corporate...
Weekly Market Commentary
Weekly Market Commentary - 1/26/2024 -Darren Leavitt, CFA US equities inked another set of weekly gains on the back of mixed 4th quarter earnings results and...
Weekly Market Commentary
Weekly Market Commentary - 1/19/2024 -Darren Leavitt, CFA The S&P 500 and Dow Jones Industrial Average hit record highs on Friday despite a reset of monetary policy...
Weekly Market Commentary
Weekly Market Commentary - 1/12/2024 -Darren Leavitt, CFA US Markets gained ground in the second week of 2024, attributed to mega-cap issues in the Information...
Weekly Market Commentary
Weekly Market Commentary - 1/5/2024 -Darren Leavitt, CFA After nine weeks of gains, the market fell in the first week of trading in 2024. Interestingly, the losses...
Weekly Market Commentary
Weekly Market Commentary - 12/22/2023 -Darren Leavitt, CFA US equity markets inked an 8th consecutive week of gains as investors continued to foster the soft landing...
Weekly Market Commentary
Weekly Market Commentary - 12/15/2023 -Darren Leavitt, CFA The Bull market continued its rally streak to seven consecutive weeks, something not seen since 2017. Wall...
Weekly Market Commentary
Weekly Market Commentary - 12/8/2023 -Darren Leavitt, CFA The S&P 500 gained ground for the sixth consecutive week as US economic data continued to support the soft...
Weekly Market Commentary
Weekly Market Commentary - 12/1/2023 -Darren Leavitt, CFA A mélange of factors pushed US equity markets to a sneeze away from record highs. US Treasuries continued to...
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WHAT ARE THE RULES FOR 401(K) IN-SERVICE WITHDRAWALS?
Congress has determined that 401(k) and other company plan funds, with certain exceptions, should be saved for retirement. For that reason, it has imposed strict...
TAX COURT RULES NEW SECURE 2.0 STATUTE OF LIMITATIONS ON EXCESS CONTRIBUTION PENALTY IS NOT RETROACTIVE
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport The Tax Court recently ruled that the new SECURE 2.0 statute of limitations (SOL)...
ROTH CONVERSIONS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: How many times in one year can a person do a Roth conversion? Thank you. ANSWER: A person...
5 COMMON IRA MISTAKES AND PROPER CORRECTIVE ACTION…IF AVAILABLE!
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Year after year, many of the same IRA errors happen again and again. Based on the volume of...
A WAY TO JUMP-START 529-TO-ROTH ROLLOVERS
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport We have covered in The Slott Report the new SECURE 2.0 provision that allows unused 529 plan funds to be...
BACK-DOOR ROTH IRAS AND ROTH 401KS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: Hi Can we contribute backdoor Roth IRA money to my husband’s Roth IRA...
MAKING A 2023 IRA CONTRIBUTION? HERE ARE 4 RULES THAT MAY SURPRISE YOU
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport The tax season is upon us. This is the time when many individuals fund their IRAs...
LAST WEEK IN LA JOLLA
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Last week in La Jolla, California, the Ed Slott team hosted another incredibly successful 2-day...
THE PRO-RATA RULE AND INHERITED IRA RMDS: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: I was given your information by a financial advisor who follows your articles. I have a unique...