Blogs
“Third-Party Posts”
The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns
When people think about retirement, they often focus on growing their investments. They search for higher returns, the next great investment opportunity, or ways to...
The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It
Many Americans spend years preparing for retirement. They contribute to their 401(k)s, open IRAs, purchase insurance, and work diligently to build their nest egg. Yet...
Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan
As we reach the halfway point of the year, many people take stock of their health, careers, and personal goals—but often overlook one of the most important areas of...
Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On
For many Americans, retirement planning begins with one simple question: "How much money do I need to retire?" While building savings is important, a more critical...
7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them
Retirement should be a time filled with freedom, confidence, and peace of mind — not uncertainty and financial stress. Yet many people unknowingly make decisions during...
Retirement Planning in 2026: Building Confidence for the Years Ahead
Retirement is no longer viewed as simply “stopping work.” For many individuals and families, retirement is about creating freedom, protecting the lifestyle they’ve...
Understanding Fixed Indexed Annuities: Balancing Growth Potential and Protection
In today’s unpredictable financial environment, many retirees and pre-retirees are searching for ways to protect their savings while still maintaining the opportunity...
Why Retirement Planning Should Start Earlier Than Most People Think
When people hear the words “retirement planning,” many immediately picture someone in their 60s preparing to leave the workforce. The reality is very different. The...
Why Financial Confidence Starts With a Plan
For many people, financial confidence is not about having millions of dollars or a perfect investment strategy. It is about feeling secure, prepared, and in control of...
Weekly Market Commentary
Happy Father’s Day to all the fathers out there. The holiday-shortened week brought gains to US equities and saw the Japanese and South Korean markets forge new...
Weekly Market Commentary
It was a hectic week on Wall Street as investors contended with heightened tensions in the Middle East, awaited the largest IPO in history, and received elevated...
Weekly Market Commentary
The S&P 500 was unable to make it a 10th straight week of gains as the market pulled back sharply late in the week amid a sense that the AI trade may have gone too...
Weekly Market Commentary
Global equity markets rallied in May and received a final boost in the final week of the month on optimism that the US and Iran were close to extending the current...
Weekly Market Commentary
Happy Memorial Day weekend, and thank you to all the brave men and women who have served our country to ensure our freedom. Markets took a step forward last week in...
Weekly Market Commentary
US equity markets finished the week mixed in volatile trade. Hotter-than-expected inflation data, coupled with increased tensions in the Middle East, sent US Treasury...
Weekly Market Commentary
Global markets hit record highs as Q1 earnings continued to exceed expectations. Despite continued tensions in the Middle East and the Strait of Hormuz effectively...
Weekly Market Commentary
Global markets had mixed results last week as headlines about the US-Iran conflict continued to affect trade. Conflicting reports of the US and Iran meeting to...
Weekly Market Commentary
Global markets continued to rally in hopes of an extended ceasefire and Friday’s reopening of the Strait of Hormuz. However, the rally will be tested on Monday after...
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Does the Secure Act’s 10-Year Rule Apply to Inherited Roth IRAs?: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education QUESTION: Does the SECURE Act’s 10-year rule apply to inherited Roth IRAs? ANSWER: Yes, the SECURE Act’s 10-year...
Creditor Protection for Your Retirement Accounts
By Ian Berger, JD IRA Analyst How well are your retirement plan account funds protected from creditors? The answer depends on which kind of creditors you are worried...
How Your Spouse Can Impact Your Traditional IRA Deduction
By Sarah Brenner, JD Director of Retirement Education If you have compensation (or “earned income”), you can always contribute to a traditional IRA, but your...
Is there a penalty because the RMD was not taken prior to Mom’s passing?: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: You recently posted an article about the “still-working exception.” Does this apply to solo 401(k) plans? Thanks, Birdie...
530A Trump Accounts: The Compounding Mathematical Facts
By Andy Ives, CFP®, AIF® IRA Analyst These days, anything with a hint of politics can be divisive. Trump accounts are no different. Public comments about this new...
Not Child’s Play: How the “Kiddie Tax” Works
By Ian Berger, JD IRA Analyst With contributions to Trump accounts having gone live on July 4, 2026, there has been lots of discussion recently about the “kiddie tax.”...
Does the Five-Year Holding Period Pertain to Me?: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst QUESTION: My wife (Keiko) currently does not take a required minimum distribution (RMD) on her retirement account because the plan allows...
What You Need to Know About the Still-Working Exception
By Sarah Brenner, JD Director of Retirement Education Tax rules require most retirement account owners who are subject to required minimum distributions (RMDs) to begin...
QCD Code Y: Optional Again in 2026
By Andy Ives, CFP®, AIF® IRA Analyst During our recent Ed Slott and Company’s Instant IRA Success workshop in Brooklyn, NY, we were presenting information about...