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5 Things You Need to Know Before Retiring at 62
A new study shows more Americans mulling early exit from workforce. Here’s what to look at before you leap The COVID-19 pandemic brought about a surge in early...
7 Spring Cleaning Moves for Your Finances
Here’s how to get your financial house in order Forget cleaning out the closet, scrubbing the floors and washing the windows. The start of spring is an even better time...
Why Americans worry changes to the U.S. retirement system could upend their plans
KEY POINTS As wage growth outpaces inflation, Americans have reason to be more optimistic about long-term goals like retirement. But many still fear that uncertainties...
7 Spring Cleaning Moves for Your Finances
Here's how to get your financial house in order Forget cleaning out the closet, scrubbing the floors and washing the windows. The start of spring is an even better time...
What’s Changing for Retirement in 2024?
Inflation adjustments and the phase-in of Secure 2.0 provisions have implications for retirement savers and retirees alike. The dawning of 2024 will usher in more...
How to Deal With a Big Tax Bill
Don’t panic — but do pay the tax tab Bills are a fact of life, though some require more urgent attention than others. Ignore your brother-in-law because you still owe...
7 Ways Retirement Will Be Different in 2024
How changes in Social Security, Medicare, taxes and more will affect your finances For most people, retirement finance is a delicate balance between income that’s...
As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate
KEY POINTS More Americans are expected to turn 65 through 2027 than in any time in history. Despite the ‘silver tsunami,’ the correct age to retire is still in...
10 Things Boomers Should Consider Selling in Retirement
Retirement is not just about what you should buy or invest in — it’s equally about decluttering and letting go of assets that may no longer serve a purpose or even cost...
Weekly Market Commentary
Weekly Market Commentary - 5/17/2024 -Darren Leavitt, CFA The major US equity indices inked a fourth consecutive week of gains as US Treasury yields fell on an in-line...
Weekly Market Commentary
Weekly Market Commentary - 5/10/2024 -Darren Leavitt, CFA The S&P 500 notched a third consecutive week of gains as the index broke and held above its 50-day moving...
Weekly Market Commentary
Weekly Market Commentary - 4/26/2024 -Darren Leavitt, CFA US equity markets bounced back last week, with nearly 40% of the S&P 500 companies reporting first-quarter...
Weekly Market Commentary
Weekly Market Commentary - 4/19/2024 -Darren Leavitt, CFA Financial markets took another step back last week as investors grappled with increased tensions in the Middle...
Weekly Market Commentary
Weekly Market Commentary - 4/12/2024 -Darren Leavitt, CFA Financial markets pulled back for the second consecutive week as investors continued to recalibrate monetary...
Weekly Market Commentary
-Darren Leavitt, CFA Wall Street took a step back in the first week of the second quarter as robust economic data induced a recalibration of rate cut expectations. The...
Weekly Market Commentary
Weekly Market Commentary - 3/28/2024 -Darren Leavitt, CFA The S&P 500 hit another all-time high this week as investors appeared to rebalance positions into quarter...
Weekly Market Commentary
-Darren Leavitt, CFA US equity markets forged another set of new highs in an extremely busy week on Wall Street. Global Central Banks took center stage, headlined by...
Weekly Market Commentary
-Darren Leavitt, CFA Markets pushed back on an early week sell-off to close at record highs for the S&P 500 and NASDAQ. A building sense that the market is due for...
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ROLLING OVER YOUR IN-PLAN CONVERSION? WATCH OUT FOR THE RECAPTURE RULE
By Sarah Brenner, JD Director of Retirement Education More and more Americans have retirement savings in Roth 401(k)s. With their rising popularity come some...
ROTH IRA DISTRIBUTIONS AND SELF-DIRECTED IRAS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD Director of Retirement Education Question: I have a question about the Roth IRA distribution ordering rules based on a client’s situation: 1. The...
BEER PONG & IRA CUSTODIAL RULES
By Andy Ives, CFP®, AIF® IRA Analyst You know the game “beer pong?” Arrange 6 or 10 cups in a triangle, fill each one with a couple of ounces whatever beverage you are...
FIVE THINGS TO KNOW ABOUT ROTH 401(K)S
By Ian Berger, JDIRA Analyst A recent survey found that over 80% of 401(k) plans now offer employees the option of making Roth 401(k) employee contributions. More and...
TRUSTS AS A BENEFICIARY AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG
QUESTION: I attended the Mid-Year IRA Planning Opportunities 2024 Webinar on May 14th. I missed the reasons for not naming a trust as a beneficiary in an IRA. I know...
SIMPLE IRA RMDS AND IRS LIFE EXPECTANCY TABLES: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JDIRA Analyst Question: Does a SIMPLE IRA owner who is over age 73 and still works for the same company that sponsors the SIMPLE IRA plan have to take an...
DON’T OVERLOOK YOUR BENEFICIARY FORM
By Sarah Brenner, JDDirector of Retirement Education You have been contributing to your IRA for years. The market is up, and you are watching those investments grow....
PARTICIPATION IN MULTIPLE WORK PLANS – IT CAN BE DONE!
By Andy Ives, CFP®, AIF® IRA Analyst It is perfectly acceptable for a person to participate in multiple work plans in the same year (even at the same time). For...
IRA ROLLOVERS AND REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG
QUESTION: At age 80, after I take my required minimum distribution (RMD), can I then do a rollover from my IRA to my Roth IRA? If I can, is there a limit as to how...