By Ian Berger, JD IRA Analyst At Ed Slott and Company, we continually stress how important the beneficiary designation… Read more: In ERISA Retirement Plans, Spouse Beneficiaries Rule

Global financial markets had another positive week as the Dow Jones Industrial Average finally joined the S&P 500 and the… Read more: Weekly Market Commentary

Although your CalPERS service retirement is a lifetime benefit, and you have other income sources available to you, money can still be tight.… Read more: 6 Ways to Secure Your Finances After Retirement

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I turn age 73 on December 1, 2026. I would like to… Read more: Required Minimum Distributions and IRA Beneficiaries: Today’s Slott Report Mailbag

  By Sarah Brenner, JD Director of Retirement Education From a tax perspective, a Health Savings Account (HSA) can offer… Read more: OBBBA Impact on HSAs