Blogs
“Third-Party Posts”
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...
‘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...
2024’s Big Savings and Retirement Rule Changes
At the end of 2022, the SECURE Act 2.0, short for Setting Every Community Up for Retirement Enhancement, became law. It expands earlier legislation, changing many...
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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....
Roth 401(K) Rollovers and the Once-Per-Year Rollover Rule: Today’s Slott Report Mailbag
Sarah Brenner, JD Director of Retirement Education Question: Can I roll over a Roth 401(k) to an existing Roth IRA or does it need to be in its own separate account?...
New Rules Loosen or Eliminate Documentation Rules for See-Through Trusts
Sarah Brenner, JD Director of Retirement Education The new required minimum distribution (RMD) rules recently issued by the IRS include some good news for trusts named...
SUCCESSOR BENEFICIARIES AND INHERITED IRA ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Question: Under IRS rules, if I am currently receiving required minimum distributions (RMDs) and die today, my non-spouse beneficiary has...
New Rules: Aggregating Year-of-Death RMDs
By Andy Ives, CFP®, AIF® IRA Analyst In my August 19 Slott Report (“Year of Death RMD – Deadline Extended!”), I wrote about the required beginning date, who takes the...
New IRA Aggregation Rule When Doing a Rollover in an RMD Year
Ian Berger, JD IRA Analyst If you have multiple traditional IRAs and want to do a 60-day rollover (or Roth conversion) in a year when a required minimum...
Roth IRAs and Successor Beneficiaries: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I have been getting emails from a few sites pitching their subscriptions. They claim that Roth IRAs will all be...
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...
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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...
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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....
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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...
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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...
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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 The holiday-shortened week on Wall Street was volatile. The last of first-quarter earnings continued to influence the markets. Earning results from...
read more
Weekly Market Commentary
Weekly Market Commentary - 5/24/2024 -Darren Leavitt, CFA Financial markets ended the week with mixed results. All eyes this week were on AI darling NVidia, which...
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...
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...
Weekly Market Commentary
-Darren Leavitt, CFA The holiday-shortened week on Wall Street was volatile. The last of first-quarter earnings continued to influence the markets. Earning results from...
Weekly Market Commentary
Weekly Market Commentary - 5/24/2024 -Darren Leavitt, CFA Financial markets ended the week with mixed results. All eyes this week were on AI darling NVidia, which...
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