Jan 12, 2025
-Darren Leavitt, CFA US equity markets fell in the first full week of 2025 as investors recalibrated their Federal Reserve monetary policy expectations. Stronger labor data, a robust ISM Services print, and a weaker Consumer Sentiment report showing increased...Jan 9, 2025
By Ian Berger, JD IRA Analyst Question: I am planning for a required minimum distribution (RMD) from both my IRA and 403(b) plan for 2026, my first RMD year. I am in the third year of a 10-year period in which I am rolling over 10% of my 403(b) funds each year to my...
Jan 8, 2025
These new rules could make it easier for you to save more money for retirement Participating in a 401(k) plan where you work is a smart way to invest for retirement. Plus, your employer may match some or all of the money you contribute. In 2025 the rules for 401(k)s...Jan 8, 2025
When the ball dropped in Times Square on New Year’s Eve, a number of new retirement account provisions became effective. We’ve previously written about each of these new rules in The Slott Report. This article will serve as a checklist, with links to the prior...Jan 6, 2025
By Sarah Brenner, JD Director of Retirement Education The year 2025 is upon us! There is no doubt that this will be an eventful time for retirement accounts. As the new year kicks off, here is what we are talking about now at the Slott Report. 1. Increased... 
