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SIMPLE PLAN CONTRIBUTION LIMITS: INCREASED FOR MANY

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport   We have written about this subject in the past (December 2023), but as is our philosophy here, learning is all about repetition, repetition, repetition. Surprisingly (he says with tongue...

WHEN A REVERSE ROLLOVER MAKES SENSE

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport In a famous “Seinfeld” episode, George Costanza, unemployed, living with his parents and without a girlfriend, decides to do the opposite of what he would normally do. It pays off for him big time as he...

WHAT YOU NEED TO KNOW ABOUT COMMUNITY PROPERTY AND YOUR IRA

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport What do you get when community property mixes with your IRA? Well, you will discover that the results can be confusing. Here are some facts every IRA owner should know. Community...

ED SLOTT’S ELITE ADVISOR GROUP℠ MEETS IN INDIANA

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport   Ed Slott’s Elite IRA Advisor Group℠ gathered in Indianapolis last week for another successful conference. Over 350 member advisors from across the country spent two intense days of training,...