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The Slott Report

Behind the Scenes of Ed Slott's Retirement Rescue! in Albany, New York

This video takes you behind the scenes of Ed Slott's Retirement Rescue!, his NEW upcoming Public Television Special. The special was taped on Tuesday, December 12th at WMHT studios in Albany, New York.

QCD (Qualified Charitable Distribution) Rules

QCDs – Qualified Charitable Distributions – are a means of transferring IRA assets to a charity. The transfer is not taxable to the account owner and a charitable deduction cannot be taken. These are the basic rules for a QCD follow.

10 Things You Probably Didn't Know About Retirement Plans (2 of 2)

Last week we presented Part I of “10 Things You Probably Didn’t Know About Retirement Plans,” which we hope you found helpful. Here is the conclusion.

Medicare Part B Premiums, RMDs, 60-Day Rollover Window Highlight Mailbag

This week's Slott Report Mailbag includes questions on Medicare Part B premiums, required minimum distributions and the 60-day rollover window.

10 Questions to Ask YOUR Financial Advisor

As is our custom at the end of each year, here are 10 questions you MUST ask your financial advisor. This list is a great starting point when questioning your financial advisor (remember, he or she works for you!).

10 Things You Probably Didn't Know About Retirement Plans (1 of 2)

This is the first piece of a two-part article delving into 10 things you probably didn’t know about retirement plans. While many of the rules applicable to retirement plans are easy to remember, there are some important ones that are not always at the forefront of your thought process, and may impact your financial well-being. We present some of those here, and will follow up with others next we

2012 Retirement Plan Cost-of-Living Increases

The Internal Revenue Code sets dollar limitations on benefits and contributions applicable to qualified retirement plans and IRAs. Many limitations will change since the Consumer Price Index (CPI) increase met the statutory threshold that triggers their upward adjustment. Listed below are a few of the items that are scheduled to increase in 2012.

What 2012 IRA, Tax, Social Security Changes Mean For YOU

Social Security and Supplementary Security Income (SSI) beneficiaries are receiving a cost of living adjustment (COLA) in 2012, the first time this has happened in several years. While this may sound like a good thing, it’s actually a “mixed bag” for a couple of reasons.

Selecting the Right Financial Advisor for YOU

One of the first things you should consider before thinking about selecting a financial advisor is putting together a list of goals you wish to accomplish. This list will provide the basis for establishing your planning objectives.

IRA, 401(k) Contribution and Income Limit Changes in 2012

Employees with higher incomes will be eligible for a tax break if they save in a traditional IRA, can contribute to a Roth IRA, or qualify for the saver's credit. That's just one piece of good news from an IRS announcement late last week. Click to read the others.

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