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The following link/content may include information and statistical data obtained from and/or prepared by third party sources that Mott Tax Advisory Services, deems reliable but in no way does Mott Tax Advisory Services guarantee its accuracy or completeness. Mott Tax Advisory Services 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 Mott Tax Advisory 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 Mott Tax Advisory Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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...
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 Global equity markets tumbled due to economic growth concerns as the US Treasuries extended their gains from August. The holiday-shortened week...
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 (Alan Mott) or (Mott Tax Advisory Services) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Mott Tax Advisory Services.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
Rollovers and Required minimum Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: A 401(k) plan participant over age 73 wants to roll over his account to a new IRA. I understand that he must take...
Will Market Volatility Mean RMD Waivers for 2025?
By Sarah Brenner, JD Director of Retirement Education Recent turmoil in the markets has hit many retirement savers hard as they see their IRA and 401(k) balances...
Who Can Use a 10% Penalty Exception?
By Andy Ives, CFP®, AIF® IRA Analyst As a follow up to the March 26 Slott Report entry that included a full list of the 10% early withdrawal penalty exceptions...
Deferral of First RMD and RMDs for Roth IRAs: Today’s Slott Report Mailbag
Question: My wife turns 73 years old in August 2025. My understanding is that she has until April 1, 2026, to take her first required minimum distribution (RMD), in...
Higher IRA Federal Bankruptcy IRA Protection Limit Became Effective on April 1
By Ian Berger, JD IRA Analyst When you file for bankruptcy, one thing you usually don’t have to worry about is protecting your IRA funds from your bankruptcy creditors....
Make Your 2024 IRA Contribution by April 15
By Sarah Brenner, JD Director of Retirement Education There is still time! You can still make a prior-year (2024) IRA or Roth IRA contribution up to the tax...
Qualified Charitable Distributions and inherited IRAs: TOday’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst Question: In the article “Why You Should Take Your 2025 RMD Now,” the following caught my eye … “Or, maybe you are charitably...
10% Penalty Exceptions: IRAs and Plans
By Andy Ives, CFP®, AIF® IRA Analyst If a person under age 59½ takes a withdrawal from his IRA or workplace plan, there is a 10% early withdrawal penalty…unless an...
12 Super Catch-Up Contribution Questions Answered
By Ian Berger, JD IRA Analyst We continue to get lots of questions about the new “super catch-up” contribution for retirement plan and SIMPLE IRA participants...
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Mott Tax Advisory Services, deems reliable but in no way does Mott Tax Advisory Services guarantee its accuracy or completeness. Mott Tax Advisory Services 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 Mott Tax Advisory 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 Mott Tax Advisory Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
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