Weekly Market Commentary
The S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week for Wall Street. A de-escalation of the Iran-Israel-US conflict happened on the twelfth...
The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: I am over age 59½ and have had a Roth IRA account for more than 5 years. Starting in 2025, I designated all of my contributions into my employer’s 401(k) plan...
3 Retirement Mistakes That Can Still Be Fixed in 2025
Retirement planning is rarely perfect. Life throws curveballs—health issues, market downturns, career changes—and even the most diligent savers can stumble along the way. If you’ve made financial...
Double Your Pleasure – The 457(b) 2x Catch-Up
By Ian Berger, JD IRA Analyst If you’re in a 457(b) plan and are nearing retirement, you may want to consider an often-overlooked rule that could allow you to defer twice the usual annual...
Moving Your Roth Account
By Sarah Brenner, JD Director of Retirement Education The year 2025 has been a turbulent time for the economy. Whether due to job loss or persons seeking better investment opportunities in...
Weekly Market Commentary
Despite there being plenty for investors to consider, the holiday-shortened week ended pretty much where it started. Israel and Iran continued to exchange missile attacks, while global leaders tried...
8 Ways to Keep From Going Broke in Retirement
Budgeting, saving and investing tips to help make your money last as long as you do No matter how diligently you’ve been saving for retirement, it’s hard not to worry about outliving your money. But...
RMD Calculations and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: I am age 85, and my wife is age 75. If I die first and my wife inherits my IRA, are the required minimum distributions (RMDs) that my...
Bad Advice Turns Me Into the Hulk
By Andy Ives, CFP®, AIF® IRA Analyst Before he transformed into the Incredible Hulk, Bruce Banner once said to his antagonist, “Don’t make me angry. You wouldn’t like me when I’m angry.” That’s a...
Are My SEP and SIMPLE IRAs Safe from Creditors?
By Ian Berger, JD IRA Analyst You are not alone if you have concerns that your IRA or workplace plan savings could be lost if you are forced to declare bankruptcy or wind up on the losing end of a...
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...
IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I have two IRA annuities with different insurance companies. One of my annuities is maturing and I would like to transfer it upon maturity to a...
Ready To Take
THE NEXT STEP?
For more information about any of our products and services, schedule a meeting today.
Or give us a call at (504) 339-8762