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Make Your 2024 IRA Contribution by April 15
By Sarah Brenner, JD Director of Retirement Education There is still time! You can still make a prior-year (2024) IRA or Roth IRA contribution up to the tax filing due date, April 15, 2025....
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...
11 Mistakes Retirees Make at the Supermarket
It’s not just inflation. Your bad habits may explain why you’re paying too much for groceries. Retirees living on fixed incomes have been feeling the pinch of rising grocery costs. Grocery prices in...
Qualified Charitable Distributions and inherited IRAs: TOday’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst Question: In the article “Why You Should Take Your 2025 RMD Now,” the following caught my eye … “Or, maybe you are charitably inclined and looking to satisfy...
10% Penalty Exceptions: IRAs and Plans
By Andy Ives, CFP®, AIF® IRA Analyst If a person under age 59½ takes a withdrawal from his IRA or workplace plan, there is a 10% early withdrawal penalty…unless an exception applies. There are...
12 Super Catch-Up Contribution Questions Answered
By Ian Berger, JD IRA Analyst We continue to get lots of questions about the new “super catch-up” contribution for retirement plan and SIMPLE IRA participants who are ages 60-63. Here are...
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...
Retire with confidence: Master your finances and lifestyle
Discover steps to help you prepare for retirement Imagine this: After decades of hard work and dedication, you’re just 12 months away from the retirement of your dreams. Exciting, right? But hold...
Bankruptcy Protection and Inherited IRAs: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I cannot find the indexed number for IRA bankruptcy protection for 2025-2028. It is $1,512,350 currently, but it is scheduled to increase on April 1,...
Surprise! You May Still Be Eligible for the Stretch IRA
By Sarah Brenner, JD Director of Retirement Education The arrival of the SECURE Act means the end of the stretch IRA for many beneficiaries. Instead, a 10-year payout rule applies for most IRAs...
IRA Trivia: Missed RMD or Excess Contribution?
By Andy Ives, CFP®, AIF® IRA Analyst Here is an all-too-common situation that seems counterintuitive: A participant in a 401(k) retires and must take his required minimum distribution (RMD)....
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...
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