Schedule your Appointment with Us Today! Weekly Newsletter Educational Videos Schedule your Appointment with Us Today! Monthly Market Review and Outlook Educational Videos Videos Annuity Educational Videos Life Insurance Educational Videos Retirement Educational Videos Ed Slott Educational Videos Results From the 2024 Retirement Confidence Survey Find Workers’ and Retirees’ Confidence Has Not Recovered From the Significant Drop Seen in 2023, but Majorities Remain Optimistic About Retirement Prospects Recharacterization Still Exists Surprising News About the New Statute of Limitations for Missed RMDs and Excess IRA Contributions Weekly Market Commentary Weekly Market Commentary 2024 Pulse of the American Retiree Survey: Midlife Retirement ‘Crisis’ or a 10-Year Opportunity? Eligible Designated Beneficiaries and Disclaimers: Today’s Slott Report Mailbag Recharacterization Deadline Approaches IRA Acronyms Weekly Market Commentary NEW SPOUSAL BENEFICIARY RULES AND EFFECTIVE DATE OF 10-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG (no title) What’s the First RMD Year for Those Born in 1959? What You Need to Know About Withholding and Your IRA Weekly Market Commentary REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG 3 Changes Coming To Retirement Required Minimum Distributions in 2025 401(k) to IRA Rollover – 3 Buckets 401(k) Plans Can Now Offer Matching Contributions On Student Loan Payments Weekly Market Commentary Privacy Policy Phone (317) 459-8634 Schedule Your Appointment Today! Terms of Use