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- Eligible Designated Beneficiaries and Successor Beneficiaries: Today’s Slott Report MailbagBy Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My client is age 71 and divorced. He is the primary beneficiary… Read more: Eligible Designated Beneficiaries and Successor Beneficiaries: Today’s Slott Report Mailbag
- Why Life Insurance Belongs in Your Retirement Plan
Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a spouse’s income plan if… Read more: Why Life Insurance Belongs in Your Retirement Plan - Why the Once-Per-Year Rollover Rule Is Often MisappliedBy Ian Berger, JD IRA Analyst The IRS rollover rules are fraught with complexity. (That’s why we always recommend direct… Read more: Why the Once-Per-Year Rollover Rule Is Often Misapplied
- IRA Trick or TreatBy Sarah Brenner, JD Director of Retirement Education The Halloween holiday is approaching. This is the time of year when… Read more: IRA Trick or Treat
