Blogs
“Third-Party Posts”
6 Retirement Savings Changes To Expect in 2025
Big changes are coming to retirement savings in 2025. The shifts in retirement planning come after Congress passed the Setting Every Community Up for Retirement...
7 Things to Know About Working While Getting Social Security
If you claim benefits early, income from work can reduce your monthly payments “Retirement” used to be synonymous with “not working.” Not anymore. More than a quarter...
Weekly Market Commentary
-Darren Leavitt, CFA The final week of August was all about NVidia's second-quarter earnings results and the Fed's preferred measure of inflation, the PCE. Expectations...
Weekly Market Commentary
-Darren Leavitt, CFA US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic...
Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Curtis G. Marsh) or (Capital Growth Management) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Capital Growth Management.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
The 10-Year Rule and Required Minimum Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Good afternoon, If a client passed this year with four adult children inheriting equally, and each beneficiary is...
Tax Filing Relief and Retirement Account Withdrawal Options for Hurricane Victims
By Ian Berger, JD IRA Analyst Victims of Hurricane Helene have at least a glimmer of good news when it comes to their tax filings and ability to withdraw from their...
Final Regulations Allow Separate Accounting for Trusts
Sarah Brenner, JD Director of Retirement Education The recent final required minimum distribution (RMD) regulations include a new rule change that may be beneficial for...
Recharacterization Still Exists
By Andy Ives, CFP®, AIF® IRA Analyst When a traditional IRA owner wants to convert all or a portion of his account to a Roth IRA, he needs to think long and hard...
Surprising News About the New Statute of Limitations for Missed RMDs and Excess IRA Contributions
By Ian Berger, JD IRA Analyst A big change made by the SECURE 2.0 Act of 2022 was adding a new statute of limitations (SOL) for the IRS to assess penalties for...
Eligible Designated Beneficiaries and Disclaimers: Today’s Slott Report Mailbag
Sarah Brenner, JD Director of Retirement Education Question: When an IRA owner dies after their required beginning date, can an eligible designated beneficiary choose...
Recharacterization Deadline Approaches
By Sarah Brenner, JD Director of Retirement Education It happens. You have made a 2023 contribution to the wrong type of IRA. All is not lost. That contribution...
IRA Acronyms
By Andy Ives, CFP®, AIF® IRA Analyst When presenting a particular section of our training manual, I usually make the joke that, “if we were playing an acronym...
NEW SPOUSAL BENEFICIARY RULES AND EFFECTIVE DATE OF 10-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Question: I inherited an IRA from a younger deceased spouse who wasn’t required to take required minimum distributions (RMDs) until this...