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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...
6 Things I Wish Someone Had Told Me Before I Retired
A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they...
5 Things You Need to Know Before Retiring at 62
A new study shows more Americans mulling early exit from workforce. Here’s what to look at before you leap The COVID-19 pandemic brought about a surge in early...
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...
Weekly Market Commentary
Weekly Market Commentary - 5/17/2024 -Darren Leavitt, CFA The major US equity indices inked a fourth consecutive week of gains as US Treasury yields fell on an in-line...
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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...
The Roth IRA Advantage Under the Final RMD Rules
Sarah Brenner, JD Director of Retirement Education In 2020, the SECURE Act completely changed the game for nonspouse IRA beneficiaries. Now, most are subject to the...
Year-of-Death RMD – Deadline Extended!
By Andy Ives, CFP®, AIF® IRA Analyst When a person reaches the required beginning date (RBD) – generally April 1 of the year after the year the person turns age 73 –...
The 10% Penalty and Required Minimum Distributions: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Hello, I’m in my sixties, in the golden years for Roth conversions, which I’ve been doing. I’ve had a...
Roth 401(k) Dollars Are No Longer Subject to RMDs
By Ian Berger, JD IRA Analyst If you have both pre-tax and Roth accounts in a 401(k) (or a 403(b) or governmental 457(b)) and are subject to required minimum...
Proposed Regs Bring New Rules for Spouses Beneficiaries When Death is Before the RBD
By Sarah Brenner, JD Director of Retirement Education Of all the many provisions in the SECURE 2.0 Act, none has been more perplexing than Section 327, which changed...
INHERITED ROTH IRAs AND NUA: TODAY’S SLOTT REPORT MALBAG
By Ian Berger, JD IRA Analyst Question: Thank you for all of the wonderful information. I have a question as to how the July 18, 2024 final regulations impact inherited...
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