Articles

TAKE OUR RMD QUIZ

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport If you have an IRA, you should know that the funds that are in the account can’t stay there forever. The rules say that you must begin to take required minimum distributions...

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A REFRESHER COURSE ON MULTIPLE PLAN CONTRIBUTION LIMITS

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport As you’ve probably heard, the IRS has announced the IRA and workplace plan contribution limits for 2023. Because most of those limits are tied to inflation, many increased substantially. Among the big...

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IRA RULES THAT WE GIVE THANKS FOR IN 2022

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport It is a Thanksgiving tradition here at the Slott Report to take a moment to give thanks for the IRA rules that are helpful to retirement savers. We know there are many times...

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DEADLINE FOR OPENING UP A NEW SOLO 401(K) PLAN

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport A solo 401(k) plan is a great retirement savings vehicle for self-employed business owners with no employees (other than their spouse). But if you’re considering a new solo 401(k), be aware that...

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NUA – TRIGGER ACTIVATORS!

By Andy Ives, CFP®, AIF® IRA Analyst The goal of the net unrealized appreciation (NUA) tax strategy is to enable a person to pay taxes on the appreciation of company stock formerly in a work plan at long term capital gain rates as opposed to ordinary income rates. The...

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