Medicare Preventive Care: The Benefits You’ve Already Paid For—Are You Using Them?
When most people think about Medicare, they focus on health insurance coverage for doctor visits, hospital stays, and prescription medications. What often gets overlooked is one of Medicare's most...
The Roth Conversion Transaction Custodians Dislike
By Andy Ives, CFP®, AIF® IRA Analyst Anyone with a traditional IRA can do a Roth conversion. As long as the funds are eligible to be rolled over, they can be converted. With a Roth conversion,...
Weekly Market Commentary
Giddy up! US equity markets ripped higher in the first week of August as 2nd quarter earnings continued to impress. According to FactSet, 88% of the S&P 500 have reported earnings, of which...
Fixed Indexed Annuities: A Retirement Strategy Designed for Growth Potential Without Direct Market Risk
As retirement approaches, one question becomes increasingly important: How do you continue growing your retirement savings while protecting what you've worked so hard to build? For many Americans,...
Does the Secure Act’s 10-Year Rule Apply to Inherited Roth IRAs?: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education QUESTION: Does the SECURE Act’s 10-year rule apply to inherited Roth IRAs? ANSWER: Yes, the SECURE Act’s 10-year rule also applies to inherited...
Creditor Protection for Your Retirement Accounts
By Ian Berger, JD IRA Analyst How well are your retirement plan account funds protected from creditors? The answer depends on which kind of creditors you are worried about. There are two types of...
How Your Spouse Can Impact Your Traditional IRA Deduction
By Sarah Brenner, JD Director of Retirement Education If you have compensation (or “earned income”), you can always contribute to a traditional IRA, but your traditional IRA contribution may not...
Weekly Market Commentary
It was an extremely busy week on Wall Street, with investors having to assess increased geopolitical tensions in the Middle East alongside a deluge of corporate 2nd-quarter earnings results, several...
Don’t Miss These Medicare Benefits: Preventive Services That Can Help You Stay Healthier in 2026
Growing older doesn't mean slowing down—it means being proactive about your health. One of the most valuable, yet often overlooked, advantages of Medicare is the wide range of preventive services...
Is there a penalty because the RMD was not taken prior to Mom’s passing?: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: You recently posted an article about the “still-working exception.” Does this apply to solo 401(k) plans? Thanks, Birdie ANSWER: Birdie, The...
530A Trump Accounts: The Compounding Mathematical Facts
By Andy Ives, CFP®, AIF® IRA Analyst These days, anything with a hint of politics can be divisive. Trump accounts are no different. Public comments about this new savings vehicle are clearly rooted...
Life Insurance in 2026: It’s More Than a Death Benefit
When many people hear the words "life insurance," they immediately think about protecting loved ones after they're gone. While that remains one of its most important purposes, today's life insurance...
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