3 TIPS FOR MAKING YOUR 2022 IRA CONTRIBUTION

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Tax season is in full swing. That means that the 2022 tax-filing deadline is not far away. Are you considering making a 2022 IRA contribution? Time is quickly running out. Here...

EMPLOYER PLANS AND THE 5-YEAR RULE: TODAY'S SLOTT REPORT MAILBAG

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: My daughter had two employers during 2022. The first employer offered a matching 401(k) plan in which she enrolled. The second employer (her current employer) offers...

BLOODY MARY AND A 401(K)

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Spring break. Warm breezes and ocean waves and fancy cocktails are top of mind. The aroma of coconut suntan lotion entwined with barbecue smoke floats on salty air. And when morning light...

CAN I REACH MY 401(K) FUNDS WHILE STILL WORKING?

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport We continue to get questions about the ability of employees to withdraw from 401(k) plans while still working. The tax code includes certain restrictions on these in-service withdrawals. Plans must...

ROTH CONVERSIONS AND INHERITED IRAS: TODAY'S SLOTT REPORT MAILBAG

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Hi, I’m looking forward to the July workshop in Boston but hoping you can help with this question now. What happens if an account holder who is over age 59 ½ does a...

3 TIPS FOR MAKING YOUR 2022 IRA CONTRIBUTION

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Tax season is in full swing. That means that the 2022 tax-filing deadline is not far away. Are you considering making a 2022 IRA contribution? Time is quickly running out. Here...