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A Loved One Died and Left You an Inheritance. Now What?
Take these steps when you receive a windfall Perhaps you are among the growing number of Americans fortunate enough to receive an inheritance. As older generations pass away and leave money to their families, a great wealth transfer is underway. Those bequests could...
Retirement age change 2025: What it means for your Social Security benefits
A quiet but important shift is happening in 2025: the full retirement age for Social Security is increasing again. If you were born in 1959, the change affects you directly—and if you were born in 1960 or later, you’re next. Here’s what this change means for your...
10 Things Retirees Should Stop Spending On Now
Say goodbye to second cars, warehouse stores and other no-longer-necessary expenses Retirement is a time to rethink some things: how we fill our hours and days, what we do for fun and fulfillment. And, maybe, all that stuff we’ve been spending money on for years. You...
10 Simple Financial Tasks You Can Tackle in an Hour
You won't believe how much you can accomplish — and save — in just a few minutes Have 60 minutes to kill? You could spend it watching TV or playing games on your smartphone. Or you could spend it saving money, by ticking some easy but important financial tasks off...
4 Key Decisions for Early Retirement
‘Will your money last?’ isn’t the only question to consider before retiring. I was chatting with a friend the other day about his retirement—possibly an early one. At age 60, he has worked hard, saved aggressively, and invested well. Most important, he’s pretty burned...
How to Plan for Retirement Like a Veteran
Surveys show ex-service members retire with more assets, less debt and greater confidence. Here are six ways to follow their lead. When her son Corbett joined the Marine Corps right out of high school in 2013, Lara Ferguson was surprised to learn that he was required...
6 things to consider when saving for retirement.
Retirement is a time to enjoy your golden years and live life to the fullest. But in order to do that, it's important to start planning early. Retirement savings can be a complex topic, but there are a few key things to keep in mind to get started. 1. Start saving...
The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane
Baby boomers were never “average.” The generation wears uniqueness is a badge of honor. However, approximately 10,000 boomers turn 65 everyday. While we each have specific goals, ideas and financial circumstances, there are some things that apply to us all. Here is...
Is 2025 a Bad Year To Retire With the Stock Market in the Dumps?
2025 may seem like a bad year to retire if you're looking at the stock market alone. But that's not the only consideration. It sure seems like a bad year to retire. The stock markets are falling, taking 401(k) balances along with it, tariffs are in place, federal...
Weekly Market Commentary
-Darren Leavitt, CFA US financial markets were little changed last week as investors continued to weigh the implications of the Trump administration's trade policies. A trade agreement between the US and the UK set a constructive tone and is likely to provide a...
Weekly Market Commentary
-Darren Leavitt, CFA Global markets rallied for a second week as the S&P 500 clinched nine consecutive days of gains- something not seen in two decades. News that trade negotiations between the US and seventeen countries would occur over the next few weeks...
Weekly Market Commentary
-Darren Leavitt, CFA Global financial markets rallied on several reports that suggested significant progress was being made on trade negotiations. Vice President Vance met with Indian Prime Minister Modi on his visit to India. The two leaders announced they were in...
Weekly Market Commentary
-Darren Leavitt, CFA Equity markets regressed during the abbreviated trading week, while US Treasuries found some footing. Trade policies continued to influence markets and foster uncertainty. Little progress was made on country-specific tariffs, while several...
Weekly Market Commentary
-Darren Leavitt, CFA Wow, what a week on Wall Street. Continued uncertainty regarding trade policy induced massive swings in the equity, bond, commodity, and currency markets. A 7% intraday swing in the S&P 500 on Monday was superseded by a 10.8% intraday move...
Weekly Market Commentary
-Darren Leavitt, CFA Global financial markets tumbled last week as investors moved out of risk assets, fearing that a worldwide trade war would ensue after Trump's tariffs were higher than anticipated. Thursday and Friday’s market action resulted in a $5.4 trillion...
Weekly Market Commentary
-Darren Leavitt, CFA It's been a difficult month for investors, and sentiment indicators tell that story. Wall Street appeared poised to build on the prior week's gains, but regressed again as mixed signals on tariffs and a loss of sentiment gave reason to sell. ...
Weekly Market Commentary
-Darren Leavitt, CFA The S&P 500 avoided a fifth straight week of losses as investors continued to assess the impact of Trump’s policies. A late rally on Friday afternoon, fueled on heavy volume from quarterly options' expiration, helped propel the S&P 500...
Weekly Market Commentary
-Darren Leavitt, CFA Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued to weigh on sentiment. Several investment banks decreased their assessment of US equities and...
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Taxes on Required Minimum Distributions and Qualified Charitable Distributions from Trusts: Today’s Slott Report Mailbag
Ian Berger, JD IRA Analyst Question: Does a non-spouse eligible designated beneficiary (EDB) have to pay taxes on required minimum distributions (RMDs) either at the end of ten years or with annual RMDs? Answer: Any EDB (other than a minor child) can stretch...
2026: Here We Go Again!
By Andy Ives, CFP®, AIF® IRA Analyst It’s a new year, and the slate is wiped clean. Here we go again! While we are only one week into 2026, there are some important IRA and work plan transactions to be aware of: First RMDs. For anyone turning age 73 in 2026, this year...
Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
By Ian Berger, JD IRA Analyst Since 2010, participants in certain private sector 401(k) plans have been able to boost their Roth retirement savings by doing an “in-plan Roth conversion” of non-Roth plan funds to a Roth account within the same plan. This plan feature...
Best of the 2025 Slott Report
By Sarah Brenner, JD Director of Retirement Education ‘Tis the season for lists! Best TV shows, best of music and best podcasts. The lists go on and on. In the spirit of year-end lists, we present the “Best of the 2025 Slott Report.” Here are the retirement account...
Grinch Gifts: Penalties and Missed Opportunities
By Andy Ives, CFP®, AIF® IRA Analyst The Grinch likes it when things go horribly wrong. He likes it when rambunctious pets tip over Christmas trees. He likes it when festive lights get terribly tangled, and he likes it when holiday cards are lost in the mail....
Holiday Cheers and Jeers
By Ian Berger, JD IRA Analyst In the spirit of the holiday season, here’s a list of cheers and jeers for the IRS and Congress: Cheers to the IRS: To its credit, the IRS did issue timely guidance on two retirement-related provisions set to kick in next year. The...
5 Exceptions to the Year End 2025 RMD Deadline
By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account owners, this means that an important deadline is fast approaching. Most of those who are age 73 or older will need to...
Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: If a grandchild, age 30, inherits IRA assets from her grandparent, age 92, and has to take required minimum distributions (RMDs) from the inherited IRA, can she send those RMDs directly to charity...
The Wonderful, Magical Form 5498
By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become a vegetarian. Homer asks some probing questions. “Are you saying you’re never going to eat any animal again? What about bacon? Ham? Pork chops?” When...
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
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