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5 Things You Need to Know Before Retiring at 62

5 Things You Need to Know Before Retiring at 62

A new study shows more Americans mulling early exit from workforce. Here’s what to look at before you leap The COVID-19 pandemic brought about a surge in early retirements that came to be called the Great Resignation. New research from the Federal Reserve Bank of New...

SIMPLE PLAN CONTRIBUTION LIMITS: INCREASED FOR MANY

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport   We have written about this subject in the past (December 2023), but as is our philosophy here, learning is all about repetition, repetition, repetition. Surprisingly (he says with tongue...
7 Spring Cleaning Moves for Your Finances

7 Spring Cleaning Moves for Your Finances

Here’s how to get your financial house in order Forget cleaning out the closet, scrubbing the floors and washing the windows. The start of spring is an even better time to get your finances in order. “One thing on many people’s minds is cleaning. But what if you put...

WHEN A REVERSE ROLLOVER MAKES SENSE

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport In a famous “Seinfeld” episode, George Costanza, unemployed, living with his parents and without a girlfriend, decides to do the opposite of what he would normally do. It pays off for him big time as he...