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6 things to consider when saving for retirement.
Retirement is a time to enjoy your golden years and live life to the fullest. But in order to do that, it's important to start planning early. Retirement savings can be...
The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane
Baby boomers were never “average.” The generation wears uniqueness is a badge of honor. However, approximately 10,000 boomers turn 65 everyday. While we each have...
Is 2025 a Bad Year To Retire With the Stock Market in the Dumps?
2025 may seem like a bad year to retire if you're looking at the stock market alone. But that's not the only consideration. It sure seems like a bad year to retire. The...
5 Dos and Don’ts When Lending Money to Loved Ones
Helping friends or family shouldn’t mean hurting your finances Let’s face it: Money is tight for many people. And if you have loved ones in your life who are struggling...
11 Mistakes Retirees Make at the Supermarket
It’s not just inflation. Your bad habits may explain why you’re paying too much for groceries. Retirees living on fixed incomes have been feeling the pinch of rising...
Retire with confidence: Master your finances and lifestyle
Discover steps to help you prepare for retirement Imagine this: After decades of hard work and dedication, you’re just 12 months away from the retirement of your...
7 Strategies for More Income in Retirement
“Old age is always fifteen years older than I am.” —Bernard Baruch, American financier, investor, statesman and philanthropist One of the biggest fears people have is...
How an annuity can help as you plan for retirement
As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by...
9 Ways Retirement Will Be Different in 2025
How changes in Social Security, Medicare, 401(k) contributions and more will affect your finances Retirement is not static. Even when the kids are gone and the career...
Weekly Market Commentary
-Darren Leavitt, CFA It's been a difficult month for investors, and sentiment indicators tell that story. Wall Street appeared poised to build on the prior week's...
Weekly Market Commentary
-Darren Leavitt, CFA The S&P 500 avoided a fifth straight week of losses as investors continued to assess the impact of Trump’s policies. A late rally on Friday...
Weekly Market Commentary
-Darren Leavitt, CFA Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued...
Weekly Market Commentary
-Darren Leavitt, CFA Economic growth concerns weighed on US financial markets as manic trade policy fostered uncertainty and volatility. It was a hectic week as...
Weekly Market Commentary
-Darren Leavitt, CFA Growth concerns entered the market narrative as investors continued to look at policy uncertainties on tariffs and the strains on geopolitical...
Weekly Market Commentary
-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 hit all-time highs, but late in the week, the move abruptly succumbed to consolidation pressure....
Weekly Market Commentary
-Darren Leavitt, CFA Despite all of the uncertainties within the investment landscape, global markets were able to post nice gains last week. Fourth-quarter earnings...
Weekly Market Commentary
-Darren Leavitt, CFA Uncertainty about global trade continued to be at the top of investors' minds as Trump announced 25% tariffs on Mexico and Canada while levying 10%...
Weekly Market Commentary
Darren Leavitt, CFA US financial markets were extremely busy last week as a rush to download a Chinese AI platform called Deep Seek from Apple’s App Store seemingly...
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Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules
By Ian Berger, JD IRA Analyst One of the most common retirement account transactions – rolling over Roth 401(k) funds to Roth IRAs – is also one of the most complicated...
How Your RMD Statement Can Help You
Sarah Brenner, JD Director of Retirement Education The rules for required minimum distributions (RMDs) can be complicated and, under the law, the responsibility...
Taxes on Required Minimum Distributions and Qualified Charitable Distributions from Trusts: Today’s Slott Report Mailbag
Ian Berger, JD IRA Analyst Question: Does a non-spouse eligible designated beneficiary (EDB) have to pay taxes on required minimum distributions (RMDs) either at...
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,...
5 Exceptions to the Year End 2025 RMD Deadline
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...
How to Avoid Medicare Scams While Applying for Medicare
Key Points Unfortunately, seniors can be a prime target for scammers, and many will try to trick seniors into falling for their Medicare scams. Scammers use several...
HSAs and Medicare: Things to consider when you turn 65
Retiring soon and wondering what to do with your health savings account (HSA)? You’re not alone – many people find the rules around HSAs and Medicare to be confusing....
12 Things Caregivers Need to Know About Medicare
Learn how to navigate the system to get the best coverage for your loved one Medicare can be complicated when you’re making your own health care decisions, but it has...
Preparing for Future Health Care Needs
Many people assume that their family members would automatically be able to make decisions about medical treatments if they were to become incapacitated. But rules vary...
Get the care you need quickly when you’re sick
Discover 6 ways to access care fast, even if your doctor is busy. Hint: You may not need to go in person. Doctors’ offices are busier than ever these days. Sometimes it...
7 Medicare Changes You’re Seeing in 2025
Expensive medications? You’ll save thousands. Dementia or mental health care? More options Key takeaways Changes from Inflation Reduction Act are in effect now....
It’s Time to Shop for Medicare, and 2025 Brings Big Changes
A bumper crop of revisions, including a stronger drug benefit, means the plan you enrolled in for 2024 may not be the best fit next year. Americans on Medicare will see...
5 big changes to Medicare 2025 plans you should know during open enrollment
Big changes to Medicare plans are in store for 2025 as open enrollment is underway. Medicare is a federal health insurance program for older adults ages 65 and older....
Capturing the Opportunity: Medicare Advantage Trends to Watch in 2025
Key lessons learned from the 2025 Medicare Annual Enrollment Period (AEP); plus actionable strategies for Medicare Advantage plans looking to improve member experience...