Blogs
“Third-Party Posts”
3 Changes Coming To Retirement Required Minimum Distributions in 2025
Saving and investing early, often, and continuously throughout your entire working career is absolutely critical to securing your financial future in retirement. Making...
3 Changes Are Coming to 401(k) Plans in 2025
Three significant 401(k) plan changes coming in 2025 are worth paying attention to, regardless of when you plan to retire, whether you work full-time or part-time, or...
6 Retirement Savings Changes To Expect in 2025
Big changes are coming to retirement savings in 2025. The shifts in retirement planning come after Congress passed the Setting Every Community Up for Retirement...
7 Things to Know About Working While Getting Social Security
If you claim benefits early, income from work can reduce your monthly payments “Retirement” used to be synonymous with “not working.” Not anymore. More than a quarter...
Weekly Market Commentary
-Darren Leavitt, CFA The final week of August was all about NVidia's second-quarter earnings results and the Fed's preferred measure of inflation, the PCE. Expectations...
Weekly Market Commentary
-Darren Leavitt, CFA US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic...
Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Charter Financial Group) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Charter Financial Group.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
5 Steps for Tax-Free Roth IRA Distributions
By Sarah Brenner, JD Director of Retirement Education The benefit of funding a Roth IRA is the availability of tax-free distributions in the future. You pay taxes now...
401(k) RMD Rollover Problems…and a Last-Minute Save!
By Andy Ives, CFP®, AIF® IRA Analyst 401(k) custodians are usually pretty good about distributing required minimum distributions (RMDs) from the plans they oversee....
Another Way to Lose IRA Bankruptcy Protection
By Ian Berger, JD IRA Analyst Normally, if you declare bankruptcy, your IRA funds (traditional and Roth) are completely off limits to bankruptcy creditors. But a recent...
October 15 Deadlines Are Approaching
By Sarah Brenner, JD Director of Retirement Education October is almost here. This means fall is in full swing. Along with pumpkin spice lattes, football season, and...
IRA Beneficiaries and Roth Conversions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My father passed away in November 2021. I became disabled in April 2022. Am I now an eligible designated beneficiary...
“IRA Distribution Confusion”
By Andy Ives, CFP®, AIF® IRA Analyst Traditional and Roth IRA owners often get confused about the distributions they take from their IRAs. Mix-ups and misunderstandings...
IRS Confirms Effective Date of Mandatory Roth Catch-Up Rule
By Ian Berger, JD IRA Analyst In final regulations issued on September 15, 2025, the IRS confirmed that company retirement plans must comply with the SECURE 2.0 Act’s...
PAYMENT OF THE FIRST RMD AND THE ONCE-PER-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Question: Hi, If my birthday is in December 2026, when I turn 73 years old, can I take my required minimum distribution (RMD) on January...
5 Things You Need to Know About 2025 Qualified Charitable Distributions
By Andy Ives, CFP®, AIF® IRA Analyst If you are thinking about doing a qualified charitable distribution (QCD) for 2025, time is running out. The deadline is December...
Your annual physical checklist
Annual physical check-ups are essential in maintaining your health. These check-ups can identify health issues in their early stages, so you can take care of them as early as possible. If you have Medicare and have had Medicare Part B for more than 12 months, you...
LEARN DENTAL INSURANCE BASICS AND SAVE YOUR TEETH
Monitoring your oral health isn’t just about good teeth: it can give insight into your overall health. There are many reasons why it’s important that you visit your dentist regularly. Dental health should be a major concern for seniors. Monitoring your oral health...
MEDICARE AND DEPRESSION TREATMENTS — WHAT MEDICARE COVERS
Mental health is a critical part of overall health. Conversations on the topic of mental health were rare when the baby boomer generation was young. Today, the topic is far more accepted. Mental health is a critical part of overall health. Conversations on the topic...
WHY CHOOSE A MEDICARE SUPPLEMENT PLAN?
Whether you need medical care while traveling, in the comfort of home, or you want the flexibility to see any medical doctor or specialist that accepts Medicare, a Medicare Supplement plan may be just what you need. As you prepare for the next chapter of your journey,...
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Daytona Beach, FL 32117
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