5 THINGS YOU MUST KNOW ABOUT THE AGE-55 RULE

Sarah Brenner, JD Director of Retirement Education The pandemic has upended the workplace and caused many people to rethink their career path. For some older workers this may mean considering early retirement. For those workers, access to retirement savings can be...

Weekly Market Commentary

-Darren Leavitt, CFA US equity indices fell across the board for the week on a more hawkish than expected statement from the Federal Reserve’s Open Market committee meeting.  In the Q&A after the release of the FOMC statement, Fed Chairman Jerome Powell...

CLARIFYING THE ROLLOVER/TRANSFERS RULES WHEN AN RMD IS DUE

Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport In the June 16, 2021 Slott Report, we discussed how an in-service distribution made in the year of separation from service can inadvertently create an excess IRA contribution if that distribution is...