by Kenny | Aug 16, 2018 | IRA BLOG
By Jim Glass, JD IRA Analyst Question: Mr. Slott, My 45 year old daughter’s financial advisor has recommended for her NOT to put retirement contributions into a Roth IRA! His reason being that by paying taxes up front for a Roth, there is less money to grow! Also,... by Kenny | Aug 15, 2018 | IRA BLOG
By Jim Glass, JD IRA Analyst IRAs have beneficiaries and “designated beneficiaries,” and it is important to know the difference. If you wish your heirs to have the opportunity to take full advantage of “stretch” IRAs, and to avoid other... by Kenny | Aug 13, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport Even rock stars get older. Although it may seem hard to believe, both Steven Tyler of Aerosmith fame and rock legend and reality tv star Ozzy Osborne celebrate their 70th birthdays in 2018. Steven... by Kenny | Aug 8, 2018 | IRA BLOG
By Beverly DeVeny IRA Analyst Follow Us on Twitter: @theslottreport Both my husband and I turn 70 this year but only one of us has a required minimum distribution (RMD) from our retirement accounts. Here is why. RMDs begin in the year you turn 70 ½, not 70. He turned... by Kenny | Aug 8, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Ensure you have the financial security to be in control of your retirement. Before determining if an FIA is right for your portfolio, make sure you understand the specific product features and if the benefits ladder into your goals. If you… have a retirement plan in...