Fixed Index Annuity

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: If a non-spouse beneficiary inherits a 401(k), what are the options? Can… Read more: Non-Spouse Beneficiaries and Funding QCDS: Today’s Slott Report Mailbag

When most people think about retirement planning, they focus on the big numbers. How much they have saved. How much… Read more: What Inflation Is Quietly Doing to Your Retirement Plan

By Ian Berger, JD IRA Analyst “Qualified domestic relations orders” (QDROs) are court orders used to divide ERISA retirement plan… Read more: The Strange RMD Rules for Ex-Spouses After a Divorce

By Sarah Brenner, JD Director of Retirement Education The tax-filing deadline is almost here. Are you thinking about making a… Read more: Five Last-Minute Tips for 2025 IRA Contributions

The holiday-shortened week saw US equities advance even as oil prices surged amid uncertainty about the duration of the Iranian… Read more: Weekly Market Commentary