Weekly Market Commentary

What’s New for 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...

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5 Things We Are Talking About at the Slott Report in 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...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The final trading sessions for 2024 extended losses from the prior week, but the S&P 500 and NASDAQ still posted impressive gains for the year, 23.3% and 28.6%, respectively.  The so-called Santa Clause Rally did not appear for the second...

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What’s Changing for Retirement in 2025?

What’s Changing for Retirement in 2025?

How Secure 2.0 and inflation adjustments will affect retirement savers and spenders. For retirement savers, the ringing in of the new year will bring more than the usual inflation adjustments to retirement contributions. The retirement legislation known as Secure 2.0...

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Jelly-of-the-Month Club

By Andy Ives, CFP®, AIF® IRA Analyst   I counted them. This year the Slott Report published 101 blog articles. While other sites add “pay-for-content” firewalls, we continue to pump out incredibly valuable and important information, week after week, totally free...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Market action was mixed in a holiday-shortened week of trade.  The Santa Clause rally, which runs for the last five trading sessions of the year through the first two trading sessions of the New Year, kicked off with gains from mega-cap...

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Holiday Cheers and Wishes

By Ian Berger, JD IRA Analyst   This is the time of year for good cheer and holiday wishes. In keeping with those traditions, here are some cheers and wishes for the IRS and Congress: Cheers to the IRS: Yes, it did take the IRS 4½ years to issue final required...

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