Trend: More Americans now want to retire early

Workers want to retire at 55, but are they positioned to successfully do so? The category of “pre-retirees” is being redefined as more than one-third of workers younger than 54 saying they aspire to retire by age 55. In 2020, more consumers (39 percent)...

MARRIAGE HAS ITS BENEFITS – 4 IRA RULES SAME-SEX COUPLES SHOULD KNOW

Sarah Brenner, JD Director of Retirement Edcuation June is PRIDE Month. This June also marks the sixth anniversary of the landmark Supreme Court case Obergefell v. Hodges, which legalized same-sex marriage. In the wake of this decision, millions of same-sex couples...

Weekly Market Commentary

Weekly Market Commentary – 6/11/2021 -Darren Leavitt, CFA The S&P 500 hit all-time highs on the week in very tight market action.  Cyclicals and US Treasury yields fell throughout the week on the notion that the economy has seen peak growth and peak...

INHERITED 401(K) PLANS AND THE RMD AGE: TODAY’S SLOTT REPORT MAILBAG

By Andy Ives, CFP®, AIF® IRA Analyst Question: How can the beneficiaries of an estate roll a 401(k) paid to the estate to a Roth IRA? What steps must be taken? Bob Answer: Bob, Inherited IRAs cannot be converted to inherited Roth IRAs, but inherited 401(k) plans can...