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The Slott Report
5 Retirement Savings Strategies for Younger Workers
Monday, September 11, 2017
No one can argue that the millennial generation faces big challenges when it comes to savings. Younger workers are dealing with record setting student loan debt, high housing costs and stagnant wage growth. It’s hard to save for retirement when you are worried about the next month’s rent. Here are five strategies to help younger workers get started saving for retirement.
Avoid Accidentally Making a Prohibited Transaction: This Week’s Q&A
Thursday, September 07, 2017
This week's Slott Report Mailbag examines TDAs, IRAs, and prohibited transactions.
Want to Donate to Harvey Victims? Consider a QCD
Tuesday, September 05, 2017
As the flood waters slowly recede in the Houston area, many people are asking themselves how they can help the victims of Hurricane Harvey. For those who have IRAs and are charitably inclined a Qualified Charitable Distribution (QCD) may be one way you can help.
7 Things Your IRA Custodian Won’t Tell You
Wednesday, August 30, 2017
It is important to know what your IRA custodian will tell you and what they will not or cannot tell you. The I in IRA stands for individual and many times it is up to the individual to know things or keep track of them.
Paying for College – Should You Use Your IRA Funds?
Wednesday, August 23, 2017
It’s back to school time and the costs for college are quickly mounting. Where is the money going to come from? Many times individuals look to their retirement funds to pay higher education expenses. Can this be done and is it a smart move?
Back to School? 10 Things You Must Know About Using Your IRA for Educational Expenses
Monday, August 14, 2017
The arrival of fall means that it’s back to school time! This also means it is time for new school supplies and other bigger expenses. Are you thinking about using your IRA to pay that large tuition bill? The rules can be complicated. Here are 10 things you will want to know.
What’s Your IRA Worth?
Wednesday, August 09, 2017
Many IRA owners invest in assets other than the usual stocks, bonds, cash, and mutual funds. In fact, the tax code allows for IRAs to invest in just about anything out there except for collectibles, life insurance, and S-corporation stock. But when you invest in those “other assets,” what are they really worth?
Don’t Inherit a Mess When Your Spouse Passes Away: This Week’s Q&A
Thursday, August 03, 2017
This week's Slott Report Mailbag looks into inherited IRAs, spousal rollovers, and 401(k)'s.
Inheriting an Inherited IRA
Wednesday, August 02, 2017
What are the rules when you inherit an inherited IRA? We get this question frequently. Let’s consider what happens when using designated beneficiaries.
When You Want to Transfer 401(k) Funds from a Former Employer: This Week’s Q&A
Thursday, July 27, 2017
This week's Slott Report Mailbag looks into into IRA contributions and rolling over 401(k) assets from former employers.
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