by Kenny | May 4, 2023 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Question: Am I correct to assume if I leave my Roth IRA to my 2 adult children, they will have to take all the money out by the end of year 10 and they will have NO taxes to pay on it because...
by Kenny | May 4, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
More than a quarter of Americans have no money saved for retirement. That’s according to a new survey from personal finance site Credit Karma, which found older respondents are even less prepared by some measures than their younger counterparts. Nearly one in five... by Kenny | May 3, 2023 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport This past week the Ed Slott team hosted another successful conference for our Elite IRA Advisor Group members. Well over 300 advisors from across the country descended on Washington D.C. for... by Kenny | May 1, 2023 | IRA BLOG
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport It’s certainly not a bad problem to have. But employees with very high compensation cannot have their retirement plan benefits based on all of their pay. Instead, the tax code allows only compensation... by Kenny | Apr 27, 2023 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Greetings, There seems to be a lot of conflicting information on Inherited Roth IRAs, for which I was hoping to get a definitive answer from the experts. My...
