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“Third-Party Posts”
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 US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic...
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OBBBA Impact on HSAs
By Sarah Brenner, JD Director of Retirement Education From a tax perspective, a Health Savings Account (HSA) can offer the best of all worlds. Like traditional...
5 Random Retirement Account Trivia Questions
By Andy Ives, CFP®, AIF® IRA Analyst Are the current tax brackets, made “permanent” by OBBBA, really here forever? Not necessarily. The One Big Beautiful Bill Act...
QCDs and 529-to-Roth IRA Rollovers: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: I am 70 years old and do not have to start taking required minimum distributions (RMDs) for three years. Can I do a qualified...
Six Unanswered Questions on Trump Accounts
By Ian Berger, JD IRA Analyst A recent Slott Report article discussed “Trump accounts,” the new savings vehicle for children created by the One Big Beautiful Bill Act...
Mr. T: “I Pity the Fool Who Misses Their RMD”
By Sarah Brenner, JD Director of Retirement Education Laurence Tureaud, born May 21, 1952, is better known as Mr. T. He is an actor and a retired professional wrestler....
Required Minimum Distributions and IRA Transfers: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Can I satisfy my required minimum distribution (RMD) from my 401(k) by taking it from my IRA instead?...
Reporting a Recharacterization
By Andy Ives, CFP®, AIF® IRA Analyst While the ability to recharacterize Roth conversions was eliminated years ago, Roth contributions can still be reversed. A Roth IRA...
Roth IRA vs. Roth 401(k): Which Is Better?
By Ian Berger, JD IRA Analyst Many of you are familiar with the tax advantages that Roth retirement accounts can bring. Although Roth contributions are made with...
The One Big Beautiful Bill Act (OBBBA) and SEP IRAs: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Does the new $6,000 additional deduction for seniors under the One Big Beautiful Bill Act (OBBBA) also apply if the...
Does your Medicare plan cover gym memberships and other fitness benefits?
There’s no age limit on exercise – physical activity is for everyone! In fact, as you get older, physical activity becomes an even more important part of your overall health. According to the Centers for Disease Control and Prevention, regular exercise can help...
read more
Your annual physical checklist
Annual physical check-ups are essential in maintaining your health. These check-ups can identify health issues in their early stages, so you can take care of them as early as possible. If you have Medicare and have had Medicare Part B for more than 12 months,...
read more
Does your Medicare plan cover gym memberships and other fitness benefits?
There’s no age limit on exercise – physical activity is for everyone! In fact, as you get older, physical activity becomes an even more important part of your overall health. According to the Centers for Disease Control and Prevention, regular exercise can help...
Your annual physical checklist
Annual physical check-ups are essential in maintaining your health. These check-ups can identify health issues in their early stages, so you can take care of them as early as possible. If you have Medicare and have had Medicare Part B for more than 12 months,...