Part 2: Who Should NOT Convert to a Roth IRA?
Part 2: Who Should NOT Convert to a Roth IRA? In our August 31, 2026, Slott Report entry, we offered […]
Part 1: Who Should Convert to a Roth IRA?
Part 1: Who Should Convert to a Roth IRA? Converting a traditional IRA to a Roth IRA (or converting a […]
Creditor Protection for your retirement accounts
Creditor Protection for Your Retirement Accounts How well are your retirement plan account funds protected from creditors? The answer depends […]
530A Trump Accounts The Compounding Mathematical Facts
530A Trump Accounts: The Compounding Mathematical Facts These days, anything with a hint of politics can be divisive. Trump accounts […]
The Law of the Plan is the Law of The Land
The Law of the Plan is the Law of the Land When it comes to the rules governing specific workplace […]
Is my Spirit Airlines 401(k) safe, and what should I do now that this permanent ground stop forced me to make an emergency retirement landing?
Is my Spirit Airlines 401(k) safe, and what should I do now that this permanent ground stop forced me to […]
5 Ways to Spring-Clean Your IRA
Spring is here! Now is the time when many people spring-clean their homes. It is an opportunity to get organized, […]
Moving the Clocks Ahead and Reviewing the Roth IRA 5-Year Clocks
A few Saturdays ago, many of us moved our clocks one hour ahead to usher in Daylight Saving Time. Adjusting […]
5 Reasons to Roll Over Your Retirement Funds to an IRA
In these turbulent economic times, the headlines are full of news about layoffs. With job loss can come questions about […]
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 […]
Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules
One of the most common retirement account transactions – rolling over Roth 401(k) funds to Roth IRAs – is also […]
How Your RMD Statement Can Help You
The rules for required minimum distributions (RMDs) can be complicated and, under the law, the responsibility to get it right […]