Blogs
“Third-Party Posts”
How Will the 2024 Election Impact Your Retirement?
Investors should expect volatility but also try not to overreact to news. To prepare, focus now on tax minimization, protecting your portfolio and more. In times of...
‘What Does Retirement Even Look Like?’
For older parents of adult children with disabilities, focus stays on caring for kids Jeanne Piorkowski looks forward to having more time in retirement to navigate the...
Rethinking Your “Bucket List” In Retirement
As folks approach retirement, they often start mentioning their “bucket list” more frequently. The bucket list is generally an itemized agenda of experiences or...
6 Steps to Tune Up Your Retirement Finances
Navigating retirement can be overwhelming given uncertainties like market volatility, inflation, life expectancy and the state of Social Security. Like having a...
As Social Security’s funds face insolvency, experts say these are key factors to watch
KEY POINTS An improving economy has helped modestly improve the outlook for Social Security’s funds. But experts say the outlook for the program still points to the...
Women, part of the wave of baby boomers reaching ‘peak 65,’ are more likely to struggle in retirement, research finds
KEY POINTS From now until 2030, 30.4 million Americans are expected to turn 65. Women who are entering retirement now face more financial risks than their male...
7 Key Factors That Could Affect How Long You’re Retired
Planning for retirement is hard for many reasons, including the challenge of answering one key question: Just how long will I be retired? Knowing how much time you’ll...
Why millennials’ retirement outlook may be worse than those of older generations
KEY POINTS By some measures, millennials lag on retirement preparedness and net worth relative to older generations such as Gen X and baby boomers. There are many...
3 Ways Retirement Planning is Changing in 2024
The calendar page has turned and 2024 is here. Before we get too far down the road, be sure to check out these changes around retirement savings. Every so often the...
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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...
What’s the First RMD Year for Those Born in 1959?
By Ian Berger, JD IRA Analyst If you were born in 1959, what is the first year that you must start taking required minimum distributions (RMDs)? That would seem like an...
What You Need to Know About Withholding and Your IRA
By Sarah Brenner, JD Director of Retirement Education If you take a distribution from your traditional IRA, in most cases you will owe taxes. The government wants to be...
REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I inherited a traditional IRA from my mother in 2024. She passed before her required beginning date (RBD.) I know that I...
401(k) to IRA Rollover – 3 Buckets
By Andy Ives, CFP®, AIF® IRA Analyst Workplace retirement plans – like a 401(k) – can hold different types of dollars. Typically, a 401(k) will have a pre-tax bucket...
401(k) Plans Can Now Offer Matching Contributions On Student Loan Payments
By Ian Berger, JD IRA Analyst If you are making student loan repayments, you should ask your employer if it will match those payments in the company’s retirement plan....
Weekly Market Commentary
-Darren Leavitt, CFA Last week, markets took a significant step back on weaker-than-expected labor data that challenged the idea of an economic soft landing. Mega Cap...
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Weekly Market Commentary
-Darren Leavitt, CFA Financial markets traded mixed last week. News on Sunday that President Biden had decided not to pursue reelection and endorse his Vice President...
read more
Weekly Market Commentary
It was a very busy week on Wall Street as investors seemed inclined to rotate out of Mega-cap tech and into this year’s laggards. A failed assassination attempt on...
read more
Weekly Market Commentary
-Darren Leavitt, CFA US financial markets were able to log another set of all-time highs as investors cheered a weaker-than-anticipated Consumer Price Index report that...
read more
Weekly Market Commentary
-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 hit its 34th record high this year. The NASDAQ 100 also eclipsed the 20k mark for the first time....
read more
Weekly Market Commentary
-Darren Leavitt, CFA Financial markets finished the 2nd quarter with a lack of conviction. Mega-caps led the market over the quarter with a 9.65% gain, while the...
read more
Weekly Market Commentary
-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 eclipse 5500 and hit its 31st all-time high of the year. Volumes were relatively light until...
read more
Weekly Market Commentary
-Darren Leavitt, CFA US Markets finished the second week of June with mixed results. It was an extremely busy week for investors as key Central Bank policy decisions...
read more
Weekly Market Commentary
-Darren Leavitt, CFA The S&P 500 inked its twenty-fifth all-time high for the year, with outperformance coming from the mega-cap technology names. The Vanguard...
read more
Weekly Market Commentary
-Darren Leavitt, CFA Last week, markets took a significant step back on weaker-than-expected labor data that challenged the idea of an economic soft landing. Mega Cap...
Weekly Market Commentary
-Darren Leavitt, CFA Financial markets traded mixed last week. News on Sunday that President Biden had decided not to pursue reelection and endorse his Vice President...
Weekly Market Commentary
It was a very busy week on Wall Street as investors seemed inclined to rotate out of Mega-cap tech and into this year’s laggards. A failed assassination attempt on...
Weekly Market Commentary
-Darren Leavitt, CFA US financial markets were able to log another set of all-time highs as investors cheered a weaker-than-anticipated Consumer Price Index report that...
Weekly Market Commentary
-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 hit its 34th record high this year. The NASDAQ 100 also eclipsed the 20k mark for the first time....
Weekly Market Commentary
-Darren Leavitt, CFA Financial markets finished the 2nd quarter with a lack of conviction. Mega-caps led the market over the quarter with a 9.65% gain, while the...
Weekly Market Commentary
-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 eclipse 5500 and hit its 31st all-time high of the year. Volumes were relatively light until...
Weekly Market Commentary
-Darren Leavitt, CFA US Markets finished the second week of June with mixed results. It was an extremely busy week for investors as key Central Bank policy decisions...
Weekly Market Commentary
-Darren Leavitt, CFA The S&P 500 inked its twenty-fifth all-time high for the year, with outperformance coming from the mega-cap technology names. The Vanguard...
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