Blogs
“Third-Party Posts”
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...
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...
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...
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...
5 Dos and Don’ts When Lending Money to Loved Ones
Helping friends or family shouldn’t mean hurting your finances Let’s face it: Money is tight for many people. And if you have loved ones in your life who are struggling...
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...
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...
7 Strategies for More Income in Retirement
“Old age is always fifteen years older than I am.” —Bernard Baruch, American financier, investor, statesman and philanthropist One of the biggest fears people have is...
How an annuity can help as you plan for retirement
As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by...
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...
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...
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...
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...
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...
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...
Weekly Market Commentary
-Darren Leavitt, CFA Economic growth concerns weighed on US financial markets as manic trade policy fostered uncertainty and volatility. It was a hectic week as...
Weekly Market Commentary
-Darren Leavitt, CFA Growth concerns entered the market narrative as investors continued to look at policy uncertainties on tariffs and the strains on geopolitical...
Weekly Market Commentary
-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 hit all-time highs, but late in the week, the move abruptly succumbed to consolidation pressure....
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Eligible Designated Beneficiaries and Successor Beneficiaries: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My client is age 71 and divorced. He is the primary beneficiary of his ex-wife’s IRA. She just recently passed away this...
Why the Once-Per-Year Rollover Rule Is Often Misapplied
By Ian Berger, JD IRA Analyst The IRS rollover rules are fraught with complexity. (That’s why we always recommend direct transfers instead of 60-day rollovers.) The...
IRA Trick or Treat
By Sarah Brenner, JD Director of Retirement Education The Halloween holiday is approaching. This is the time of year when tiny ghosts and goblins will ring doorbells...
Weekly Market Commentary
US markets rebounded from losses in the prior week as trade tensions between the US and China appeared to ease. President Trump is scheduled to meet with President Xi...
QCDs and RMDs Before Roth Conversions: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: I read your blog titled “5 Things You Need to Know About Qualified Charitable Distributions.” I was surprised that you didn’t...
Good Reasons to Name a Trust as IRA Beneficiary
When a trust is named as beneficiary of an IRA, several possible negative issues may be introduced. For example, after the death of the IRA owner, things can become...
State Tax Treatment of 529-to-Roth IRA Rollovers
By Ian Berger, JD IRA Analyst By now, most of you probably know about the SECURE 2.0 Act provision permitting 529 funds to be rolled over to Roth IRAs. Because of this...
Roth Conversions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Hello Ed Slott Team! I have been doing backdoor Roth IRA conversions for years now. I recently inherited...
5 Steps for Tax-Free Roth IRA Distributions
By Sarah Brenner, JD Director of Retirement Education The benefit of funding a Roth IRA is the availability of tax-free distributions in the future. You pay taxes now...