Blogs
“Third-Party Posts”
Why Your Current Retirement Plan May Not Be Enough in 2025
Retirement: the wonderful time of life when you no longer have to work for your money. Instead, your money is finally working for you. If you’re well on your way to...
Key change coming for 401(k) ‘max savers’ in 2025, expert says — here’s what you need to know
Key Points Many Americans face a retirement savings shortfall, but setting aside more could get easier for some older workers in 2025. Enacted in 2022, the Secure Act...
What the Fed’s Rate Cut Means for You
The Federal Reserve just reduced interest rates for the first time in four years. Here’s how it will impact borrowers and saver What goes up must come down, and after...
Social Security COLA 2025: How Much Will Payments Increase Next Year?
With inflation cooling, analysts estimate benefit boost could come in around 2.5% The second of three numbers the Social Security Administration (SSA) will use to...
Why Retirement Gets Better With Annuities
Everyone aspires to have a steady source of income after retirement that replaces as much as possible of their pre-retirement earning. But for many people, one big...
Results From the 2024 Retirement Confidence Survey Find Workers’ and Retirees’ Confidence Has Not Recovered From the Significant Drop Seen in 2023, but Majorities Remain Optimistic About Retirement Prospects
Summary - However, almost 8 in 10 workers and 7 in 10 retirees are concerned that the U. S. government could make significant changes to the American retirement system...
2024 Pulse of the American Retiree Survey: Midlife Retirement ‘Crisis’ or a 10-Year Opportunity?
Critically underprepared for retirement, 55-year-old Americans enter a crucial 10-year countdown to plan and prepare With just a decade until retirement, 55-year-old...
Federal Reserve data shows sharp rise in amount Americans 65 and older owe Americans across generations are carrying more debt than they did three decades ago,...
3 Changes Coming To Retirement Required Minimum Distributions in 2025
Saving and investing early, often, and continuously throughout your entire working career is absolutely critical to securing your financial future in retirement. Making...
Weekly Market Commentary
-Darren Leavitt, CFA The S&P 500 advanced for the sixth consecutive week, closing at a new record high. This week, a broadening out of the market’s rally was...
Weekly Market Commentary
-Darren Leavitt, CFA The S&P 500 and Dow Jones Industrial Average forged another set of all-time highs despite facing several macro headwinds. Chinese markets...
-Darren Leavitt, CFA The S&P 500 closed higher for a fourth consecutive quarter, the first time it has done so since 2011. Investors continued to face a challenging...
Weekly Market Commentary
-Darren Leavitt, CFA US equity markets posted a third week of gains as global central banks continued to cut monetary policy rates. China, Switzerland, Mexico, Hungry,...
Weekly Market Commentary
The S&P 500 notched its 39th record high in 2024 on the back of a fifty-basis-point rate cut by the Federal Reserve. Global central banks took center stage this...
Weekly Market Commentary
-Darren Leavitt, CFA Markets bounced back nicely in the second week of September. It was an intriguing week of trade with several undercurrents to consider. The first...
Weekly Market Commentary
-Darren Leavitt, CFA Global equity markets tumbled due to economic growth concerns as the US Treasuries extended their gains from August. The holiday-shortened week...
Weekly Market Commentary
-Darren Leavitt, CFA The final week of August was all about NVidia's second-quarter earnings results and the Fed's preferred measure of inflation, the PCE. Expectations...
Weekly Market Commentary
-Darren Leavitt, CFA US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic...
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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...
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...
Best of the 2025 Slott Report
By Sarah Brenner, JD Director of Retirement Education ‘Tis the season for lists! Best TV shows, best of music and best podcasts. The lists go on and on. In the spirit...
Grinch Gifts: Penalties and Missed Opportunities
By Andy Ives, CFP®, AIF® IRA Analyst The Grinch likes it when things go horribly wrong. He likes it when rambunctious pets tip over Christmas trees. He likes it...
Holiday Cheers and Jeers
By Ian Berger, JD IRA Analyst In the spirit of the holiday season, here’s a list of cheers and jeers for the IRS and Congress: Cheers to the IRS: To its credit,...
By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account owners, this means...
Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: If a grandchild, age 30, inherits IRA assets from her grandparent, age 92, and has to take...
The Wonderful, Magical Form 5498
By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become a vegetarian. Homer asks some probing questions. “Are...
IRS Addresses Unanswered Questions About Trump Accounts
Ian Berger, JD IRA Analyst As is often the case with new legislation, the One Big Beautiful Bill Act (OBBBA) left unanswered a number of questions about Trump...