Blogs
“Third-Party Posts”
The views reflected by the author in this article are subject to change at any time without notice. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources included in this article, but in no way guarantees its accuracy or completeness.
Why Retirement Gets Better With Annuities
Everyone aspires to have a steady source of income after retirement that replaces as much as possible of their pre-retirement earning. But for many people, one big...
Results From the 2024 Retirement Confidence Survey Find Workers’ and Retirees’ Confidence Has Not Recovered From the Significant Drop Seen in 2023, but Majorities Remain Optimistic About Retirement Prospects
Summary - However, almost 8 in 10 workers and 7 in 10 retirees are concerned that the U. S. government could make significant changes to the American retirement system...
2024 Pulse of the American Retiree Survey: Midlife Retirement ‘Crisis’ or a 10-Year Opportunity?
Critically underprepared for retirement, 55-year-old Americans enter a crucial 10-year countdown to plan and prepare With just a decade until retirement, 55-year-old...
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...
The views reflected by the author in this article are subject to change at any time without notice. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources included in this article, but in no way guarantees its accuracy or completeness.
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 (Garry Pakozdy) or (Chadmere Capital) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Chadmere Capital.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
Eligible Designated Beneficiaries and Successor Beneficiaries: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My client is age 71 and divorced. He is the primary beneficiary of his ex-wife’s IRA. She just recently passed away this...
Why the Once-Per-Year Rollover Rule Is Often Misapplied
By Ian Berger, JD IRA Analyst The IRS rollover rules are fraught with complexity. (That’s why we always recommend direct transfers instead of 60-day rollovers.) The...
IRA Trick or Treat
By Sarah Brenner, JD Director of Retirement Education The Halloween holiday is approaching. This is the time of year when tiny ghosts and goblins will ring doorbells...
Weekly Market Commentary
US markets rebounded from losses in the prior week as trade tensions between the US and China appeared to ease. President Trump is scheduled to meet with President Xi...
QCDs and RMDs Before Roth Conversions: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: I read your blog titled “5 Things You Need to Know About Qualified Charitable Distributions.” I was surprised that you didn’t...
Good Reasons to Name a Trust as IRA Beneficiary
When a trust is named as beneficiary of an IRA, several possible negative issues may be introduced. For example, after the death of the IRA owner, things can become...
State Tax Treatment of 529-to-Roth IRA Rollovers
By Ian Berger, JD IRA Analyst By now, most of you probably know about the SECURE 2.0 Act provision permitting 529 funds to be rolled over to Roth IRAs. Because of this...
Roth Conversions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Hello Ed Slott Team! I have been doing backdoor Roth IRA conversions for years now. I recently inherited...
5 Steps for Tax-Free Roth IRA Distributions
By Sarah Brenner, JD Director of Retirement Education The benefit of funding a Roth IRA is the availability of tax-free distributions in the future. You pay taxes now...
The views reflected by the author in this article are subject to change at any time without notice. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources included in this article, but in no way guarantees its accuracy or completeness.
How Medicare Advantage In-Home Health Assessments Keep Seniors Healthier
Today, Medicare Advantage delivers affordable, high-quality care to more than 33 million seniors and people with disabilities, with better health outcomes than Fee-for-Service Medicare (FFS). One of the most effective ways to ensure seniors receive comprehensive care...
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...
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
How Medicare Advantage In-Home Health Assessments Keep Seniors Healthier
Today, Medicare Advantage delivers affordable, high-quality care to more than 33 million seniors and people with disabilities, with better health outcomes than Fee-for-Service Medicare (FFS). One of the most effective ways to ensure seniors receive comprehensive care...
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,...