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The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Secure Retirement Services, deems reliable but in no way does Secure Retirement Services guarantee its accuracy or completeness. Secure Retirement ServicesC had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Secure Retirement Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Secure Retirement Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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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 (Jan Knight) or (Secure Retirement Services) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Secure Retirement Services.
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Turn Your Clocks Back, and Pay Attention to the Roth IRA Clocks
By Ian Berger, JD IRA Analyst Don’t forget to turn your clocks back this weekend! With that reminder comes another: pay attention to the Roth IRA distribution clocks....
3 IRA Tasks to Complete by the End of 2024
Sarah Brenner, JD Director of Retirement Education The year 2024 has flown by and the holidays season will soon be upon us. That means time is running out on...
The Zombie Rule
By Andy Ives, CFP®, AIF® IRA Analyst This article is NOT about the “ghost rule” applicable to non-living beneficiaries. That payout rule applies when a...
Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025
By Ian Berger, JD IRA Analyst The year is flying by, and before we know it 2025 will be here. With the arrival of the new year, several new provisions from the 2022...
QTIP Trusts and Successor Beneficiaries: Today’s Slott Report Mailbag
Ian Berger, JD IRA Analyst Question: We have a client who has children from a previous marriage. Upon the husband’s death, he wants to make sure his current spouse has...
You Missed the October 15 Deadline to Correct an Excess IRA Contribution – Now What?
By Sarah Brenner, JD Director of Retirement Education October 15, 2024 has come and gone. This was the deadline for correcting 2023 excess IRA contributions...
Nuances of NUA
We have written about the net unrealized appreciation (NUA) tax strategy many times. Generally, after a lump sum distribution from the plan, the NUA tactic enables an...
The 10-Year Rule and Required Minimum Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Good afternoon, If a client passed this year with four adult children inheriting equally, and each beneficiary is...
Tax Filing Relief and Retirement Account Withdrawal Options for Hurricane Victims
By Ian Berger, JD IRA Analyst Victims of Hurricane Helene have at least a glimmer of good news when it comes to their tax filings and ability to withdraw from their...
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Secure Retirement Services, deems reliable but in no way does Secure Retirement Services guarantee its accuracy or completeness. Secure Retirement ServicesC had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Secure Retirement Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Secure Retirement Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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