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5 Retirement Savings Changes Coming in 2024
The Secure 2.0 Act of 2022 has several provisions that could significantly impact your retirement savings, and some of the most important ones are set to take effect in...
Choosing the Safest Investment Path
3 ways to ensure you’ll be able to afford your essential retirement expenses If your safe investments won't produce enough income to cover your "floor" expenses, the...
4 Retirement Planning Tips for 2023
Are you prepared for retirement? With longer life expectancy, rising healthcare costs, and the possibility of Social Security insolvency the pressure to prepare is...
5 Retirement Planning Steps to Take
These five steps will help you toward a safe, secure, and fun retirement Retirement planning is a multistep process that evolves over time. To have a comfortable,...
Taxation of Retirement Income
When you retire, you leave behind many things—the daily grind, commuting, maybe your old home—but one thing you keep is a tax bill. In fact, income taxes can be your...
6 Things to Do If You’re Nearing Retirement
Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition. If you're thinking of retiring within the next 10 years, you...
75% of retirees fall short of a key retirement income goal. These steps can help
KEY POINTS Today’s workers are tasked with making sure they will have enough money when they retire while also juggling competing financial priorities. While planning...
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....
Understanding What Happens During a Recession: Effects and Strategies
There’s no denying that recessions are harsh. They bring about business failures, job losses, and economic downturns. If you are close to retirement you have likely...
Weekly Market Commentary
-Darren Leavitt, CFA US Financial markets had another week of consolidation. Equities and US Treasuries sold off in tandem on light volume. An early week debt...
Weekly Market Commentary
Weekly Market Commentary - 8/4/2023 -Darren Leavitt, CFA Global equity markets fell last week as investors digested a full dose of Q2 earnings reports, a packed...
Weekly Market Commentary
Weekly Market Commentary - 7/28/2023 -Darren Leavitt, CFA It was a busy week on Wall Street with announcements of monetary policy decisions from the Federal Reserve,...
Weekly Market Commentary
Weekly Market Commentary - 7/21/2023 -Darren Leavitt, CFA US financial markets were mixed last week as investors continued to dissect 2nd quarter earnings results and...
Weekly Market Commentary
Weekly Market Commentary - 7/14/2023 -Darren Leavitt, CFA US markets rallied on the notion that the economy may be able to execute a soft landing as inflation wanes and...
Weekly Market Commentary
Weekly Market Commentary - 7/7/2023 -Darren Leavitt, CFA The holiday-shortened week was discombobulated, to say the least. Trading desks on Wall Street were lightly...
Weekly Market Commentary
Weekly Market Commentary - 6/30/2023 -Darren Leavitt, CFA Markets ended the month of June in strong form. Better-than-expected economic data for the week showed a...
Weekly Market Commentary
-Darren Leavitt, CFA US equity markets tapped on the brakes with modest losses across the board. The notion that higher rates will further dampen global economic...
Weekly Market Commentary
Weekly Market Commentary - 6/16/2023 -Darren Leavitt, CFA US equity markets continued to impress with another set of weekly gains. The mega-cap issues retook the lead,...
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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...
THINKING ABOUT A 2023 SEP IRA CONTRIBUTION? HERE ARE 6 RULES YOU NEED TO KNOW
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Are you thinking about making a Simplified Employee Pension (SEP) IRA plan...
ROTH CONVERSIONS AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: If an individual has both an IRA and a 401(k) and wants to convert the IRA to a Roth IRA,...
GHOST VS. 5-YEAR: THE CALENDAR DICTATES
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Ever since the SECURE Act created a 10-year payout rule for most IRA beneficiaries, that topic has...
Weekly Market Commentary
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport We’re getting lots of questions about the SECURE 2.0 change that allows annuitized IRA annuities to be...
529 PLANS AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG
Question: I have two questions regarding the 15-year requirement that applies to new rules allowing rollovers from 529 plans to Roth IRAs. If you change beneficiaries,...
HOW DO YOU REPORT 2023 ROTH IRA CONTRIBUTIONS ON YOUR TAX RETURN? THE ANSWER MAY SURPRISE YOU
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Did you make a Roth IRA contribution for 2023? If you have not, you still have...
ROTH IRA FOR A TEENAGER – AN ASTRONOMICAL RESULT?
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport The mailman delivered my son’s 2023 W-2 the other day. I was curious what he earned last...