‘Will your money last?’ isn’t the only question to consider before retiring. I was chatting with a friend the other… Read more: 4 Key Decisions for Early Retirement

By Sarah Brenner, JD Director of Retirement Education Question: Since I retired in 2020, each year I have been converting… Read more: Roth Conversions and 401(k) Distributions: This Week’s Slott Report Mailbag

By Andy Ives, CFP®, AIF® IRA Analyst Roth IRAs follow strict distribution ordering rules. Contributions come out first, then converted… Read more: Check Both Boxes for Tax-Free Roth IRA Earnings

By Ian Berger, JD IRA Analyst   The April 23, 2025, Slott Report article, “After-Tax 401(k) Contributions Shouldn’t Be an Afterthought,” discusses how… Read more: How Plan After-Tax Contributions Are Taxed When Converted

-Darren Leavitt, CFA Global markets rallied for a second week as the S&P 500 clinched nine consecutive days of gains-… Read more: Weekly Market Commentary