by Kenny | Jun 21, 2023 | IRA BLOG
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Some of you are aware that there are two types of section 457(b) retirement plans – governmental plans for state and local municipal workers, and “top hat” plans for highly-paid and managerial... by Kenny | Jun 19, 2023 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport June is Pride Month. While celebrating, same-sex couples may want to take this opportunity to consider plans for their retirement accounts. Since the SECURE Act and SECURE 2.0...
by Kenny | Jun 16, 2023 | blog, New Weekly Newsletter, Weekly Article, Weekly Newsletter
KEY POINTS Today’s workers are tasked with making sure they will have enough money when they retire while also juggling competing financial priorities. While planning for retirement may seem daunting, experts say there are strategic moves you can make to improve your... by Kenny | Jun 15, 2023 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Question: I have a large amount of stock from a previous employer in my 401(k). I had been reinvesting the dividends for the last 23 years since I left the company. I no longer want to... by Kenny | Jun 14, 2023 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport A couple of years ago I was asked what the tax consequences are when a Roth IRA is split in divorce. After a pause, I answered honestly: “I have no idea…but will find out.” In fact, there is no...
