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6 Reasons Annuities Should Be Part of Your Retirement Plan in 2024
When setting up your financial retirement plan, you’ll likely consider various options for how you plan on covering the bills in your golden years. With soaring...
3 Ways Retirement Planning is Changing in 2024
The calendar page has turned and 2024 is well on its way. Before we get too far down the road, be sure to check out these changes around retirement savings. Every so...
America is hitting “peak 65” in 2024 as record number of boomers reach retirement age. Here’s what to know.
2024 will be a record-breaking year for retirement in the U.S., with an average of 11,000 Americans a day expected to celebrate their 65th birthday from now until...
America is hitting “peak 65” in 2024 as record number of boomers reach retirement age. Here’s what to know.
2024 will be a record-breaking year for retirement in the U.S., with an average of 11,000 Americans a day expected to celebrate their 65th birthday from now until...
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 No One Tells You About Early Retirement
The reality of quitting work can be far different from the fantasy. Here's what you need to know Even if you love your job, there are times when you'd rather be...
Can Remote Work Get You a Head Start on Retirement?
If you have a dream destination in mind, careful planning and a willing boss could help you make the move ahead of schedule Rob Nehrbas was winding up his career as an...
10 Things You Need to Know Before Filing Your Tax Return
Get that 2023 refund fast and keep it safe from fraudsters Financial advisers usually tell you that it’s bad to get a big tax refund. A refund, after all, is money you...
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...
Weekly Market Commentary
-Darren Leavitt, CFA The S&P 500 and the Dow Industrial Average forged new all-time highs despite investors taking profits early in the holiday-shortened week. ...
Weekly Market Commentary
Weekly Market Commentary - 2/16/2024 -Darren Leavitt, CFA Wall Street took a breather last week as hotter-than-expected inflation data forced investors to recalibrate...
Weekly Market Commentary
Weekly Market Commentary - 2/9/2024 -Darren Leavitt, CFA The S&P 500 hit another record high and topped the 5000 level for the first time as investors focused on...
Weekly Market Commentary
Weekly Market Commentary - 2/2/2024 -Darren Leavitt, CFA It was a turbulent week on Wall Street as investors assessed the Federal Reserve’s decision on monetary policy...
Weekly Market Commentary
Weekly Market Commentary - 1/26/2024 -Darren Leavitt, CFA US equities inked another set of weekly gains on the back of mixed 4th quarter earnings results and...
Weekly Market Commentary
Weekly Market Commentary - 1/19/2024 -Darren Leavitt, CFA The S&P 500 and Dow Jones Industrial Average hit record highs on Friday despite a reset of monetary policy...
Weekly Market Commentary
Weekly Market Commentary - 1/12/2024 -Darren Leavitt, CFA US Markets gained ground in the second week of 2024, attributed to mega-cap issues in the Information...
Weekly Market Commentary
Weekly Market Commentary - 1/5/2024 -Darren Leavitt, CFA After nine weeks of gains, the market fell in the first week of trading in 2024. Interestingly, the losses...
Weekly Market Commentary
Weekly Market Commentary - 12/22/2023 -Darren Leavitt, CFA US equity markets inked an 8th consecutive week of gains as investors continued to foster the soft landing...
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A WISH LIST FOR THE IRS BENEFICIARY RMD FINAL REGULATIONS
After more than two years, we might actually soon be getting answers from the IRS on several important unanswered questions concerning required minimum distributions...
THE SLOTT REPORT TAKES ON AI
We are surrounded with information – and misinformation. Finding accurate up-to-date facts is increasingly difficult. Do an internet search and you will likely run into...
SECURE ACT REGULATIONS AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG
Question: When can we expect final SECURE Act regulations from the IRS? Mike Answer: Hi Mike, No one knows for sure. However, there is now some hope that these may be...
ROTH 401(K) TO A ROTH IRA ROLLOVER: HOW DOES THIS WORK?
As retirement account questions go, this is the shortest inquiry with the longest answer. When asked what factors to consider and what 5-year clocks apply with a Roth...
GOVERNMENT REPORT HIGHLIGHTS CONFUSION OVER 401(K) DISTRIBUTION OPTIONS
A recent government report highlights how confused 401(k) participants are when they have to decide what to do with their savings after leaving employment. Tax rules...
THE AGE 55 EXCEPTION AND ROLLOVERS OF ROTH IRAS: TODAY’S SLOTT REPORT MAILBAG
Question: Can an individual who is using the age 55 exception to the 10% early distribution penalty roll over a part of a 403(b) account to an IRA and leave a portion...
FIVE RMD FACTS EVERY IRA OWNER SHOULD KNOW
If you have an IRA and you are approaching retirement age, you have probably heard the term “required minimum distribution” (RMD). But do you know the details of how...
SIMPLE PLAN CONTRIBUTION LIMITS: INCREASED FOR MANY
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport We have written about this subject in the past (December 2023), but as is our philosophy...
WHEN A REVERSE ROLLOVER MAKES SENSE
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport In a famous “Seinfeld” episode, George Costanza, unemployed, living with his parents and without a...