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 22, 2023 | IRA BLOG
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Hello, I am involved with a traditional non-spouse inherited IRA that was passed from my mother to myself and two siblings in 2022. My mother was 84 when she passed and was taking RMDs. I... 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...