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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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Basis In Your Traditional IRA
By Sarah Brenner, JD Director of Retirement Education While most distributions from a traditional IRA are taxable, sometimes distributions can include after-tax...
72(t): Switching Methods in a Market Downturn
By Andy Ives, CFP®, AIF® IRA Analyst When a person under the age of 59½ needs access to his IRA dollars, there is a 10% early withdrawal penalty applied to any...
RMD Calculation and Direct Roth Conversions: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: At age 71, I’m not yet subject to required minimum distributions (RMDs) from my IRA or workplace retirement accounts. However,...
After-Tax 401(k) Contributions Shouldn’t Be an Afterthought
By Sarah Brenner, JD Director of Retirement Education With the popularity of Roth 401(k) contributions, after-tax (non-Roth) employee contributions have gotten short...
3 Retirement Account Moves You Can Still Do for 2024
By Sarah Brenner, JD Director of Retirement Education The April 15 tax-filing deadline has come and gone. However, for some 2024 retirement account...
Once-Per-Year Rollover Rule and RMD Aggregation: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst Question: Are rollovers done by a spouse beneficiary subject to the once-per-year IRA rollover rule? The IRA funds were...
NUA: “Resetting” Cost Basis
By Andy Ives, CFP®, AIF® IRA Analyst The recent market ride has been nuts. It is certainly no fun for anyone who owns stock or stock funds. Many of us are...
Still Waiting for IRS Guidance on IRA Self-Correction Program
By Ian Berger, JD IRA Analyst In the 2022 SECURE 2.0 legislation, Congress gave the IRS two years – until December 29, 2024 – to come up with rules allowing IRA...
Rollovers and Required minimum Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: A 401(k) plan participant over age 73 wants to roll over his account to a new IRA. I understand that he must take...
YOUR ANNUAL ENROLLMENT PERIOD (AEP) CHECKLIST
5 steps to taking care of what matters most: You The Annual Enrollment Period (AEP) is the time of year when you can decide to stick with your current health plan or...
WHY CHOOSE A MEDICARE SUPPLEMENT PLAN?
Whether you need medical care while traveling, in the comfort of home, or you want the flexibility to see any medical doctor or specialist that accepts Medicare, a...
NOT RETIRING AT 65? WHEN SHOULD YOU BUY MEDICARE?
The benefits of Medicare are initially activated when you turn 65. That is when you first enroll in this federal healthcare program for seniors. But what if you are...
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...