Blogs
“Third-Party Posts”
Why Retirees Are Carrying More and More Debt
Federal Reserve data shows sharp rise in amount Americans 65 and older owe Americans across generations are carrying more debt than they did three decades ago,...
3 Changes Coming To Retirement Required Minimum Distributions in 2025
Saving and investing early, often, and continuously throughout your entire working career is absolutely critical to securing your financial future in retirement. Making...
3 Changes Are Coming to 401(k) Plans in 2025
Three significant 401(k) plan changes coming in 2025 are worth paying attention to, regardless of when you plan to retire, whether you work full-time or part-time, or...
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 Markets bounced back nicely in the second week of September. It was an intriguing week of trade with several undercurrents to consider. The first...
Weekly Market Commentary
-Darren Leavitt, CFA Global equity markets tumbled due to economic growth concerns as the US Treasuries extended their gains from August. The holiday-shortened week...
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/
Roth Conversions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, If a person is turning 73 years old in March, s/he would be required to take required minimum distributions...
RMD Avoidance: Red Flags and Dead Ends
By Andy Ives, CFP®, AIF® IRA Analyst I appreciate it when reputable financial advisors fight for their clients. It is a pleasure to see a well-educated,...
Deciphering the Rules for Roth 401(k)-to-Roth IRA Rollovers
By Ian Berger, JD IRA Analyst More and more 401(k) plans are making Roth employee contributions available, and employees leaving their jobs often want to roll over Roth...
Roth IRA Distributions and Eligible Designated Beneficiaries: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I opened my first Roth IRA in 2017 and a second Roth IRA in December 2021. My current age is 71. I withdrew some...
Watch Out for the Once-Per-Year Rollover Rule
By Sarah Brenner, JD Director of Retirement Education Why is it so important to know how the “once-per-year rollover rule” works? Well, that’s because trouble with the...
IRA Transactions: Detours and Alternate Routes
By Andy Ives, CFP®, AIF® IRA Analyst Sometimes we get stuck in traffic, or a highway is closed, and we are forced to find an alternate route. I’m not talking about...
SPOUSAL ROLLOVERS AND THE ONCE-PER-YEAR ROLLOVER RULE: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Question: Dear Ed Slott and America’s IRA Experts, I have a rollover traditional IRA that was set up when I left my last job. I am...
IRS Issues Proposed Regulations on Automatic Enrollment Requirement
By Ian Berger, JD IRA Analyst One important provision of the 2022 SECURE 2.0 law is the requirement that most new 401(k) and 403(b) plans must institute...
Thinking About Making an IRA Contribution? Here Are 10 Things You Need to Know
By Sarah Brenner, JD Director of Retirement Education Tax season is upon us! This is the time of year when many people consider making a contribution to an IRA. If you...