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We as former soldiers of the United States Military are proud to still serve America by not only supporting Veterans but by supporting Americans in time of need during natural disasters. We are a non-profit organization of Americans helping Americans to bring our communities closer together.
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Reviews
Mary Klimchak
“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”
Mary Klimchak
“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”
Mary Klimchak
“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”
Blog
The Pro-Rata Rule and Roth Conversions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My wife has two after-tax traditional IRAs at two separate institutions. We are hoping to consolidate them, then convert to a Roth in the next 18 months. She is already retired. She also has an inherited IRA (from her...
IRS Issues Mandatory Roth Catch-Up Regulations
By Ian Berger, JD IRA Analyst One of the more controversial rules in the 2022 SECURE 2.0 Act is the requirement that plan catch-up contributions by certain highly-paid employees be made on a Roth basis. Last Friday, (January 10, 2025) the IRS issued proposed...
Beneficiary Form Resolutions
We are two weeks into 2025. Have you been following through on your New Year’s resolutions? As our readers already know, for an IRA owner not to follow through on his or her annual check up of beneficiary forms could have dire consequences. Repeat after me: In 2025, I...
Medicare benefits in 2025: 4 big changes every enrollee should know
Big changes are coming to Medicare in 2025, and they could make a major difference in your prescription drug costs. Thanks to the Inflation Reduction Act, Medicare beneficiaries will see the most significant updates to the program’s drug coverage since it was first...
Weekly Market Commentary
-Darren Leavitt, CFA US equity markets fell in the first full week of 2025 as investors recalibrated their Federal Reserve monetary policy expectations. Stronger labor data, a robust ISM Services print, and a weaker Consumer Sentiment report showing increased...
RMD Rollover and Aggregation Rules: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: I am planning for a required minimum distribution (RMD) from both my IRA and 403(b) plan for 2026, my first RMD year. I am in the third year of a 10-year period in which I am rolling over 10% of my 403(b) funds each year to my...