7 Financial Blind Spots
- The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane
Baby boomers were never “average.” The generation wears uniqueness is a badge of honor. However, approximately 10,000 boomers turn 65… Read more: The Transition to Retirement: 11 Exceptional Tips for the Average Joe or Jane - Once-Per-Year Rollover Rule and RMD Aggregation: Today’s Slott Report MailbagBy Andy Ives, CFP®, AIF® IRA Analyst Question: Are rollovers done by a spouse beneficiary subject to the once-per-year… Read more: Once-Per-Year Rollover Rule and RMD Aggregation: Today’s Slott Report Mailbag
- NUA: “Resetting” Cost BasisBy Andy Ives, CFP®, AIF® IRA Analyst The recent market ride has been nuts. It is certainly no fun… Read more: NUA: “Resetting” Cost Basis
- Still Waiting for IRS Guidance on IRA Self-Correction ProgramBy Ian Berger, JD IRA Analyst In the 2022 SECURE 2.0 legislation, Congress gave the IRS two years –… Read more: Still Waiting for IRS Guidance on IRA Self-Correction Program
