By Ian Berger, JD IRA Analyst   Question: I have an IRA holding an immediate annuity as well as other… Read more: RMDS FOR ANNUITIES AND SPOUSAL BENEFICIARY RULES: TODAY’S SLOTT REPORT MAILBAG

Key Points If you’re nearing retirement, key changes for 2025 could affect your finances, according to advisors. Starting in 2025,… Read more: If you’re nearing retirement, these 2025 changes could affect your finances. Here’s what to know

By Ian Berger, JD IRA Analyst   You probably know there’s a limit on the amount of pre-tax and Roth… Read more: What Are My Contribution Limits If I Participate in Two Company Savings Plans?

By Sarah Brenner, JD Director of Retirement Education Many of the provisions of the Tax Cuts and Jobs Act are… Read more: Are HSAs Going Roth?

Darren Leavitt, CFA Wow, what a week! US markets were closed on Monday for Martin Luther King Jr. Day, and… Read more: Weekly Market Commentary