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 […]
Higher IRA Federal Bankruptcy IRA Protection Limit Became Effective on April 1
When you file for bankruptcy, one thing you usually don’t have to worry about is protecting your IRA funds from […]
IRA Trivia: Missed RMD or Excess Contribution
Here is an all-too-common situation that seems counterintuitive: A participant in a 401(k) retires and must take his required minimum […]
How Roth IRA Distributions Are Taxed
Do you have a Roth IRA? If you do, there will very likely come a time when you want to take […]
Thinking About Making an IRA Contribution? Here are 10 Things You Need to Know
Tax season is upon us! This is the time of year when many people consider making a contribution to an […]
Solving the Future Income Dilemma for the Single Woman
Solving the Future Income Dilemma for the Single Woman Single women face many challenges, including planning for their future income […]
One Roth IRA Rule Congress Should Do Away With Now
Today is Inauguration Day. A new administration has arrived. We also have a new Congress. With the arrival of newly […]