Blogs
“Third-Party Posts”
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...
7 Ways Retirement Will Be Different in 2023
Tax changes, RMD rules, Social Security COLA and more will affect older Americans’ finances You might have heard about big changes coming to retirement finance due to...
Life expectancy can have a greater impact than even record high inflation on how long your retirement savings will last
KEY POINTS Longevity can have a greater impact on how long retirement money lasts than today’s record high inflation, according to a new report. Surya Kolluri, head of...
Wait until age 70 to claim Social Security: ‘The return on being patient is huge,’ says economist
KEY POINTS All U.S. workers ages 45 to 62 would benefit from waiting until beyond age 65 to start receiving Social Security retirement benefits, recent research finds....
2 Big Changes to RMDs That Will Affect Retirees in 2023
KEY POINTS Retirees can push back RMDs to age 73 in 2023. The penalties for not taking RMDs will drop significantly. A big change is coming to workplace accounts with a...
How much life insurance do I need?
In most cases, if you have no dependents and have enough money to pay your final expenses, you don’t need any life insurance. If you want to create an inheritance or...
Rising Prices Lead to Changes in Lifestyle and Shopping Habits
AARP Financial Security Trends Survey: Wave 2 In January 2022, AARP launched its Financial Security Trends Survey, which is designed to monitor the financial...
7 Ways Retirement Will Be Different in 2023
Tax changes, RMD rules, Social Security COLA and more will affect older Americans’ finances You might have heard about big changes coming to retirement finance due to...
Building emergency savings is a top financial resolution for 2023, survey finds. Here’s how to get started
KEY POINTS Increasing emergency savings is a top financial goal for many Americans heading into 2023, a new survey finds. Here’s how to increase the cash you have set...
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...
Weekly Market Commentary
Weekly Market Commentary - 2/17/2023 -Darren Leavitt, CFA US equity markets finished the week mixed, as economic data reported during the week indicated that inflation...
Weekly Market Commentary
Weekly Market Commentary - 2/10/2023 -Darren Leavitt, CFA Wall Street pulled in its horns last week as investors sensed the market was overbought. Concerns about the...
Weekly Market Commentary
Weekly Market Commentary - 2/3/2023 -Darren Leavitt, CFA Investors were hit with a full dose of market-moving events and data throughout the week. The Federal Reserve,...
Weekly Market Commentary
Weekly Market Commentary - 1/27/2023 -Darren Leavitt, CFA Momentum trade pushed US equity markets higher and forced shorts to cover and those sitting in cash to move...
Weekly Market Commentary
Weekly Market Commentary - 1/20/2023 -Darren Leavitt, CFA Inflation data showed prices easing in the US and Europe while Japanese CPI hit a level not seen since the...
Weekly Market Commentary
Weekly Market Commentary - 1/13/2023 -Darren Leavitt, CFA Equity markets continued to rally in the second week of January as investors considered the idea of a...
Weekly Market Commentary
Weekly Market Commentary - 1/6/2023 -Darren Leavitt, CFA The start of the New Year brought volatility with it. Markets sold off early in the week and tested a critical...
Weekly Market Commentary
Weekly Market Commentary - 12/30/2022 -Darren Leavitt, CFA Financial markets finished the final week of 2022 trading with a whimper. Year-end tax-loss harvesting and...
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INHERITED ROTH IRAS AND BACKDOOR ROTH IRAS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Greetings, There seems to be a lot of conflicting information on...
THE 5-YEAR RULE FOR CONVERTED ROTH IRA FUNDS
By Sarah Brenner, JD Director of Retirement Education If you recently converted your traditional IRA to a Roth IRA and you under 59 ½, you will want to know about the...
5 REASONS WHY YOU SHOULD NOT OPEN A ROTH IRA
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport In my April 12 Slott Report entry (“5 Reasons to Open a Roth IRA Immediately!”), I included a...
QUALIFIED CHARITABLE DISTRIBUTIONS AND SPOUSAL IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Can I make a qualified charitable distribution (QCD) from my IRA to pay for my grandson’s...
DO SPOUSES HAVE ANY RIGHTS TO RETIREMENT PLAN ACCOUNTS?
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport One important way that IRAs differ from company retirement plans is with respect to spousal...
ROTH IRA VS. ROTH 401(K)
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport More 401(k) plans are starting to offer Roth options. If you now have this...
YEAR-OF-DEATH RMDS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Question: Both of my parents passed away last year. My mother passed earlier in 2022 and I...
5 REASONS TO OPEN A ROTH IRA IMMEDIATELY!
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Time is running out! The tax filing deadline is Tuesday, April 18. Why is this important?...
IRS SIGNALS THAT IT WILL STILL WAIVE MISSED RMD PENALTIES
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Despite the reduction in the penalty for missing required minimum distributions (RMDs) in the new...