10 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport A repair man is currently fixing the sliding glass door on the back of my house. The track is worn and the rollers need replacing. No small task. The doors weigh a ton, you need one of those...

4 IRA TASKS TO GET DONE BY YEAR END 2022

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport The year 2022 is coming to a close. The holidays season is upon us. That means that the clock is ticking on year-end IRA deadlines. Be sure to get the following four...

BIG INCREASE IN MANY 2023 RETIREMENT PLAN CONTRIBUTION LIMITS

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport The IRS has announced the retirement contribution limits for 2023. Because many of these limits are tied to inflation, it shouldn’t come as a surprise that some of the limits had a big jump. Here’s a...

AUTOMATIC WAIVER OF 50% PENALTY FOR MISSED YEAR-OF-DEATH RMD

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport At this time of year, financial articles typically cover festive topics with creative holiday metaphors. “Stuff Your Stocking with These Year-End Retirement Tips” or, “Stay Off Santa’s Naughty...