Blogs
“Third-Party Posts”
2024 Pulse of the American Retiree Survey: Midlife Retirement ‘Crisis’ or a 10-Year Opportunity?
Critically underprepared for retirement, 55-year-old Americans enter a crucial 10-year countdown to plan and prepare With just a decade until retirement, 55-year-old...
Why Retirees Are Carrying More and More Debt
Federal Reserve data shows sharp rise in amount Americans 65 and older owe Americans across generations are carrying more debt than they did three decades ago,...
3 Changes Coming To Retirement Required Minimum Distributions in 2025
Saving and investing early, often, and continuously throughout your entire working career is absolutely critical to securing your financial future in retirement. Making...
3 Changes Are Coming to 401(k) Plans in 2025
Three significant 401(k) plan changes coming in 2025 are worth paying attention to, regardless of when you plan to retire, whether you work full-time or part-time, or...
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...
Weekly Market Commentary
-Darren Leavitt, CFA US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic...
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Year-of-Death RMD and RMD on Backdoor Roth: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: I have a client who died last month. She would have been age 83 this year. She had an IRA. Her husband, age 87, was the...
How Trump Accounts Work
By Ian Berger, JD IRA Analyst The One Big Beautiful Bill Act (OBBBA) signed into law on July 4, 2025, includes a new savings vehicle for children called “Trump...
3 Retirement Account Takeaways from OBBBA
By Sarah Brenner, JD Director of Retirement Education On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill Act” (OBBBA). This mammoth domestic...
One Big Beautiful Bill Act and IRA Rollovers: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: With the signing of the “One Big Beautiful Bill Act” (OBBBA) legislation and the current tax rates being made permanent,...
OBBBA: No IRA Changes, but More Roth Conversions?
By Andy Ives, CFP®, AIF® IRA Analyst Hopefully Ed Slott and Company is your trusted, go-to source for all things IRA and retirement plan related. Let’s be clear about...
How Company Plan Loans Work
By Ian Berger, JD IRA Analyst Most company retirement savings plans, such as 401(k), 403(b) and 457(b) plans, are allowed to (but not required to) offer plan loans....
60-Day Rollovers and the Age 55 Exception: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: Can an IRA beneficiary do a 60-day rollover? Answer: Only a spouse beneficiary can do a 60-day rollover...
10 Things You Should Know about Fixing Late Rollovers With Self Certification
By Sarah Brenner, JD Director of Retirement Education When retirement account funds are on the move, things do not always go as planned. The best way to move these...
Pro Rata, Not “Double Tax”
By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and deductible (pre-tax) funds, then each...
How Medicare Advantage In-Home Health Assessments Keep Seniors Healthier
Today, Medicare Advantage delivers affordable, high-quality care to more than 33 million seniors and people with disabilities, with better health outcomes than...
Does your Medicare plan cover gym memberships and other fitness benefits?
There’s no age limit on exercise – physical activity is for everyone! In fact, as you get older, physical activity becomes an even more important part of your overall...
Your annual physical checklist
Annual physical check-ups are essential in maintaining your health. These check-ups can identify health issues in their early stages, so you can take care of...
LEARN DENTAL INSURANCE BASICS AND SAVE YOUR TEETH
Monitoring your oral health isn’t just about good teeth: it can give insight into your overall health. There are many reasons why it’s important that you visit your...
MEDICARE AND DEPRESSION TREATMENTS — WHAT MEDICARE COVERS
Mental health is a critical part of overall health. Conversations on the topic of mental health were rare when the baby boomer generation was young. Today, the topic is...
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...