by Kenny | Jun 29, 2023 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Ed Slott and Team, I am 73 and a retired financial planner. I would like to do a partial withdrawal from my 403(b) and do a 60-day rollover back into the same 403(b).... by Kenny | Jun 28, 2023 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport If you are like most American workers, you will change jobs many times during your lifetime. With a job change, you will have a decision to make. What should you do with the... by Kenny | Jun 28, 2023 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport When an IRA owner dies, we look to the beneficiary form to determine who should receive the IRA funds. After death, there is a transition process as assets are moved into an inherited...
by Kenny | Jun 28, 2023 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
When you retire, you leave behind many things—the daily grind, commuting, maybe your old home—but one thing you keep is a tax bill. In fact, income taxes can be your single largest expense in retirement. Taxation of Social Security Benefits Many older Americans are...
by Kenny | Jun 22, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition. If you’re thinking of retiring within the next 10 years, you may feel like you’re confronting quite a few “what ifs” and unknowns....
