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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...
7 Keys to Pretirement Planning With Your Partner
Take these steps together to help you both get the retirement you want Retirement can last for decades, so the choices you make in the years leading up to it will have...
Annuities Rising in Popularity
Get trusted annuities advice, news and features. Find annuities tips and insights to further your knowledge on kiplinger.com. Rising interest rates are making annuities...
5 Ways To Kick Retirement Overspending
A budget is the best way to avoid running out of money in retirement Too many online shopping sprees. Frequent dinners at your favorite steak house. Pricey vacation...
6 Things I Wish Someone Had Told Me Before I Retired
A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they...
Social Security benefits in 2024: 5 big changes retirees should plan for
As inflation lingers, the Social Security Administration (SSA) is boosting its cost of living adjustment (COLA) for benefit checks in 2024. It’s just one of many...
Don’t Make This Big Retirement Mistake
A recent survey of Americans who have yet to retire found that just 10% have made plans to receive the biggest possible Social Security payout. And it’s not because...
What Is a Fixed Index Annuity?
The S&P 500 represents about 80% of the total market capitalization of large-cap U.S. stocks (market price per common share multiplied by the number of common...
6 Things I Wish Someone Had Told Me Before I Retired
A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they...
Weekly Market Commentary
Weekly Market Commentary - 11/24/2023 -Darren Leavitt, CFA US equity markets inked a 4th straight week of gains despite the market appearing to be overbought. The...
Weekly Market Commentary
Weekly Market Commentary - 11/17/2023 -Darren Leavitt, CFA The S&P 500 closed above 4500 after inking its third consecutive weekly gain. Temperate economic data...
Weekly Market Commentary
Weekly Market Commentary - 11/10/2023 -Darren Leavitt, CFA Markets were mixed this week as investors digested additional earnings announcements, a plethora of Fed...
Weekly Market Commentary
-Darren Leavitt, CFA Global financial markets rallied big time last week on dovish tones from central bankers and on the notion that this interest rate hike cycle may...
Weekly Market Commentary
-Darren Leavitt, CFA Equity markets faced another wave of selling as the S&P 500 went into correction territory, down 10.13% from the end of July. Investors saw...
Weekly Market Commentary
Weekly Market Commentary - 10/20/2023 -Darren Leavitt, CFA This week, the debt market resumed its sell-off and wreaked havoc on the equity markets. The US 10-year bond...
Weekly Market Commentary
Weekly Market Commentary - 10/13/2023 -Darren Leavitt, CFA US equity markets finished the week with mixed results as investors digested the first tranche of...
Weekly Market Commentary
Weekly Market Commentary - 10/6/2023 -Darren Leavitt, CFA Investors were treated to another mixed bag of market action as the yield curve steepened on the notion of...
Weekly Market Commentary
Weekly Market Commentary - 9/29/2023 -Darren Leavitt, CFA Markets finished a difficult month of September with mixed results. The prospect of a government shutdown,...
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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...
MORE 401(K) SECURE 2.0 CHANGES ALREADY IN EFFECT – AND ON THE WAY
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport By now, you probably know that a number of SECURE 2.0 provisions pertaining to 401(k) (and other company...