Which is better in retirement, $1,000,000 or $2,000,000?
Which is better in retirement, $1,000,000 or $2,000,000? Determining which is better for retirement, $1,000,000 or $2,000,000, demands a closer […]
Retiring Soon? Now is the Time to Prepare!
Retiring Soon? Now is the time to prepare! If you are retiring now or sometime in the next ten years, […]
When can I take an In-Service Withdrawal from my 401(k)?
With continuing economic uncertainty, it’s not surprising that the number of employees who need to dip into their 401(k) and […]
What is the Safe Income Withdrawal Rate for Retirement Income?
What is the Safe Income Withdrawal Rate for Retirement Income? The safe income withdrawal rate means different things to different […]
State Tax Treatment of 529-to-Roth IRA Rollovers
By now, most of you probably know about the SECURE 2.0 Act provision permitting 529 funds to be rolled over […]
Participation In Multiple Retirement Plans
Can a person who works at two different, unrelated companies participate in the retirement plan offered by each of those […]
No Tax on Social Security is a Reality
DOWNLOAD THE WHITE PAPER: Under the One Big Beautiful Bill Act, the vast majority of senior citizens — 88% of […]
Mr. T: “I Pity The Fool Who Misses Their RMD”
Laurence Tureaud, born May 21, 1952, is better known as Mr. T. He is an actor and a retired professional […]
3 Retirement Account Takeaways from OBBBA
On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill Act” (OBBBA). This mammoth domestic policy […]
A Whale of a Tale and it’s all True
On Our Third Alaska Shore Excursion My wife and I recently returned from a cruise to Alaska on the Celebrity […]
When You Should Name A Trust As IRA Beneficiary
Here at the Slott Report we hear many stories about trusts being named as IRA beneficiaries and the problems that follow. Often, […]
Check both boxes for Tax-Free Roth IRA Earnings
Roth IRAs follow strict distribution ordering rules. Contributions come out first, then converted dollars, and then earnings. It does not […]