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A Well-Rounded Financial Plan Starts With the Whole Picture
When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right time to buy. But a truly...
Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)
Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and making sure your money is...
2026 Retirement Planning Goals: A Simple Roadmap to Start the Year Right
Kick off 2026 with clear retirement planning goals. Learn the 6 most important steps to protect your income, reduce taxes, and stay on track. 2026 Retirement Planning...
Why Annuities Can Be a Great Fit Heading Into 2026
As we move into 2026, many investors are asking the same question: How do I protect what I’ve built—without giving up the ability to grow? That’s exactly where...
Heading into 2026: A Smart Retirement Checkup (Without the Overwhelm)
As we turn the page into 2026, it’s the perfect time to run a simple “retirement checkup.” Not a stressful deep dive. Just a clear look at a few areas that tend to make...
Fixed Indexed Annuities in 2026: A Smarter Way to Balance Growth and Protection in Your Retirement Portfolio
As we move into 2026, many retirees and pre-retirees are asking the same question: “How do I keep my retirement plan growing without exposing everything to the next...
Retirement Planning in 2026: Why Annuities Deserve a Serious Look
Retirement planning in 2026 looks different than it did even a few years ago. Many retirees and pre-retirees are facing a familiar challenge in a new way: they want...
Safe Money Options Heading Into 2026
A Financial Advisor’s Guide to Protecting What You’ve Worked So Hard to Build When markets are choppy and headlines are loud, many people start asking the same...
Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime Paycheck
For most people, retirement isn’t about a specific age or account balance—it’s about confidence.Confidence that the bills will be paid, that you can handle surprises,...
Weekly Market Commentary
US equity markets notched new highs in the second week of the new year, even as geopolitical tensions increased in several regions. The new highs came on a broadening...
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...
Weekly Market Commentary
US markets ended the New Year holiday-shortened week with losses. Mega-cap Technology issues sold off on low volume, as did Financial and Consumer Discretionary...
Weekly Market Commentary
The Christmas-shortened week produced gains across all major US indices, with the S&P 500 and Dow Jones hitting record highs. Mega-cap Tech assumed its leadership...
Weekly Market Commentary
US markets finished the week mixed, with a late-week rally in technology mitigating early-week losses. Micron Technology’s third-quarter results were excellent and...
Weekly Market Commentary
The Federal Reserve, as expected, cut its monetary policy rate by twenty-five basis points to 3.50%-3.75% and tempered expectations for further cuts in 2026. The...
Weekly Market Commentary
Apprehensive investors pushed markets higher this week, with the small-cap Russell 2000 hitting a new all-time high, while the S&P 500 closed just 50 points below...
Weekly Market Commentary
The holiday-shortened week saw global financial markets trade higher. Increased optimism for a December rate cut, along with some constructive news on the AI front,...
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Trump Accounts and Required Minimum Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: What’s your opinion of the value of Trump Accounts? Worth it for kids? Should the child do a Roth conversion at...
New Trump Account Developments
By Ian Berger, JD IRA Analyst With contributions to Trump Accounts expected to begin in just a few months, there are some new developments to report. As a...
5 Tips for Making Your 2025 Roth IRA Contribution
By Sarah Brenner, JD Director of Retirement Education The tax season is upon us. This is the time when many people consider contributing to a retirement account....
Conversions of Property and Conversions of Inherited IRA Funds: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with a question about a minor child as beneficiary of her...
Real Life Scenario: Minor as EDB Beneficiary
By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with a question about a minor child as beneficiary of her...
How In-Plan Roth Conversions Work
By Ian Berger, JD IRA Analyst In the January 5 edition of the Slott Report, we mentioned that the federal Thrift Savings Plan (for government workers and the...
Health Savings Accounts and the “Still-Working” Exception: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Please explain the rules and qualifications for rolling over a portion of an IRA to a Health...
Don’t Miss This Rule That Allows Smaller RMDs
By Sarah Brenner, JD Director of Retirement Education If you are age 73 or older in 2026, you will need to take a required minimum distribution (RMD) from your...
Three Basic IRA Rules that Must Be Understood
By Andy Ives, CFP®, AIF® IRA Analyst Each year, in different cities, the Ed Slott team hosts several advisor training events for financial professionals serious...