By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport People on TikTok create investment advice videos? And I’m supposed to trust whatever this talking head is telling me? No chance. Of course, the person on TikTok could hold a number of higher...
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: I am interested in your interpretation of the RMD (required minimum distribution) rules using the following facts: Original IRA owner’s DOB is 1/21/29 Original IRA...
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport SECURE 2.0 is a mammoth piece of legislation that contains over 90 provisions that affect retirement accounts. While many of these provisions are not game changers, they still...
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport By now, most are aware the SECURE Act created a new class of beneficiaries called “eligible designated beneficiaries” (EDBs). This group includes surviving spouses, minor children of the...
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Hi, Thank you for all the helpful insight on retirement. I wish I heard about your website earlier. I turned 72 last year and followed your advice on QCDs (qualified charitable...
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport How much can you contribute when you’re in two different retirement plans at the same time or at different times in the same year (e.g., after changing jobs)? The answer is complicated because...
