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Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)
Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and making sure your money is positioned to handle inflation,...
SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I am searching for confirmation that Roth SIMPLE IRA contributions are not limited by modified adjusted gross income (MAGI) in the same way that...
Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules
By Ian Berger, JD IRA Analyst One of the most common retirement account transactions – rolling over Roth 401(k) funds to Roth IRAs – is also one of the most complicated tax-wise. That’s because the...
How Your RMD Statement Can Help You
Sarah Brenner, JD Director of Retirement Education The rules for required minimum distributions (RMDs) can be complicated and, under the law, the responsibility to get it right rests with the...
Weekly Market Commentary
US equity markets notched new highs in the second week of the new year, even as geopolitical tensions increased in several regions. The new highs came on a broadening out of the rally, with...
Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
Kick off 2026 with clear retirement planning goals. Learn the 6 most important steps to protect your income, reduce taxes, and stay on track. 2026 Retirement Planning Goals: A Simple Roadmap to...
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...
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...
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...
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...
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...
Weekly Market Commentary
US markets ended the New Year holiday-shortened week with losses. Mega-cap Technology issues sold off on low volume, as did Financial and Consumer Discretionary sectors. That said, the S&P 500...
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