Jan 8, 2025
When the ball dropped in Times Square on New Year’s Eve, a number of new retirement account provisions became effective. We’ve previously written about each of these new rules in The Slott Report. This article will serve as a checklist, with links to the prior...
Jan 6, 2025
By Sarah Brenner, JD Director of Retirement Education The year 2025 is upon us! There is no doubt that this will be an eventful time for retirement accounts. As the new year kicks off, here is what we are talking about now at the Slott Report. 1. Increased...
Jan 6, 2025
Last week, the Centers for Medicare & Medicaid Services (CMS) released information about Medicare costs in 2025, including the 2025 premium, deductible and coinsurance amounts for Medicare Part A and Part B. The agency also announced the income-related monthly...
Jan 5, 2025
-Darren Leavitt, CFA The final trading sessions for 2024 extended losses from the prior week, but the S&P 500 and NASDAQ still posted impressive gains for the year, 23.3% and 28.6%, respectively. The so-called Santa Clause Rally did not appear for the second...
Jan 3, 2025
How Secure 2.0 and inflation adjustments will affect retirement savers and spenders. For retirement savers, the ringing in of the new year will bring more than the usual inflation adjustments to retirement contributions. The retirement legislation known as Secure 2.0...
