Welcome to 2022! One of the big changes in the retirement account world this year will be the calculation of...
Pop the champagne! It is almost time to turn the page on the calendar to a new year. What will...
A “life hack” is any trick, shortcut, or simple and clever technique for accomplishing a familiar task more easily and...
Tis the season. Yes, it is the holiday season, and it is also the season to take RMDs. RMDs are...
During 2021, Congress has taken up a number of different retirement proposals, and it’s been difficult to keep track of...
My November 29 Slott Report entry was titled “The Pro-Rata Rule Explained – You are Not Getting Taxed Twice.” I...
In volatile times like these, when inflation is looming, retirement savers may look to invest their IRAs in gold. Advertisements...
Many sections of the tax code are confusing, but section 457(b) is one of the major offenders. Within that section...
SCENARIO: Teddy, age 60, has an existing Traditional IRA with a current balance of $93,000. This is all deductible, pre-tax...
Thanksgiving 2021 is upon us. This is the time of the year when we gather together and express our gratitude....
As we careen into the holiday season, there remains a deceitful underbelly of dirtbags operating their typical scams. Giant inflatable...
The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2022. As expected, due to inflation in the...
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