Videos

Baby boomers were never “average.”  The generation wears uniqueness is a badge of honor.  However, approximately 10,000 boomers turn 65… Read more: The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane

By Andy Ives, CFP®, AIF® IRA Analyst   Question: Are rollovers done by a spouse beneficiary subject to the once-per-year… Read more: Once-Per-Year Rollover Rule and RMD Aggregation: Today’s Slott Report Mailbag

By Andy Ives, CFP®, AIF® IRA Analyst   The recent market ride has been nuts. It is certainly no fun… Read more: NUA: “Resetting” Cost Basis

By Ian Berger, JD IRA Analyst   In the 2022 SECURE 2.0 legislation, Congress gave the IRS two years –… Read more: Still Waiting for IRS Guidance on IRA Self-Correction Program