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6 Retirement Savings Changes To Expect in 2025
Big changes are coming to retirement savings in 2025. The shifts in retirement planning come after Congress passed the Setting Every Community Up for Retirement...
7 Things to Know About Working While Getting Social Security
If you claim benefits early, income from work can reduce your monthly payments “Retirement” used to be synonymous with “not working.” Not anymore. More than a quarter...
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Stretch RMDs and Roth Conversions: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: Hello Ed, I have been a fan of yours for a long time (and the owner of a copy of The Retirement Savings Time Bomb) and have...
The Crazy-Complicated 2026 SIMPLE IRA Plan Elective Deferral Limits
Ian Berger, JD IRA Analyst Since 2002, SIMPLE IRA plans have allowed employees who reach age 50 or older by the end of the year to make “catch-up contributions” beyond...
Who Needs to Take a 2025 RMD?
By Sarah Brenner, JD Director of Retirement Education As the calendar runs out on 2025, retirement account owners and beneficiaries may face a looming deadline....
The Slott Report Gives Thanks
By Andy Ives, CFP®, AIF® IRA Analyst Thanksgiving Season is upon us! Here at The Slott Report, we are thankful for many things: We are thankful to have a platform to...
IRA and Retirement Plan Dollar Limits Increased for 2026
By Ian Berger, JD IRA Analyst The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2026, and many of the dollar limits will increase...
IRA Rollovers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: My wife and I have a large disparity in IRA balances. It is about a 10 to 1 ratio. I would like to...
The Right Moves – How to Move Retirement Funds
By Sarah Brenner, JD Director of Retirement Education The year 2025 has been a turbulent time for the economy. Whether due to job loss or seeking better investment...
The Tricky Still-Working Exception – After Death
By Andy Ives, CFP®, AIF® IRA Analyst For those who have 401(k)s or other retirement plans, the required beginning date (RBD) when required minimum distributions...
The 5-Year Clock and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: A husband owned a Roth IRA which had been in existence for at least 5 years. He died in January of 2025. His wife was his...
QUESTIONS TO ASK WHEN CHOOSING MEDICARE
Whether you are already part of the nearly 60 million enrollees of the program, or are looking to join its ranks soon, we are here to help you answer the most commonly...
7 THINGS NEW ENROLLEES SHOULD KNOW ABOUT MEDICARE
To help bring clarity, we have compiled a "New to Medicare" checklist to help you out with all the basic Medicare information that you’ll need. Before 1965, Americans...
IMPACT OF STRESS ON SENIORS’ HEALTH
Stress is a significant contributor to declining health and wellbeing; it has even been identified as a primary cause of cardiovascular diseases, mental health...
AGING, DEMENTIA, AND ALZHEIMER’S – MEDICARE AND MEDIGAP ASSISTANCE
This article explores the scope of Medicare coverage for dementia patients. Since dementia is progressive in its different forms, it can develop over a number of years...
MEDICARE TAKES UP ARMS AGAINST MEMORY LOSS
The difficult truth about Alzheimer’s disease and other forms of dementia is that currently there is no full-fledged cure available. However, with early detection and...
MEDICARE AND RISING PRESCRIPTION DRUG COSTS
Are you worried about rising health care costs? There are many ways to save money, available to you. One of these is our new Price Check My Rx tool. You can also learn...