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Articles

ED SLOTT’S ELITE ADVISOR GROUP℠ MEETS IN INDIANA

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport   Ed Slott’s Elite IRA Advisor Group℠ gathered in Indianapolis last week for another successful conference. Over 350 member advisors from across the country spent two intense days of training,...

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A CHEAT SHEET FOR IRA BENEFICIARY RMDS

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport   It’s been over four years since the SECURE Act upended the rules for beneficiary IRA required minimum distributions (RMDs), and there’s still plenty of confusion about the new rules. The IRS did give...

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YOUR RMD IS NOT ELIGIBLE FOR ROLLOVER

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport   If you are at retirement age, you might be at a high risk for excess contributions due to rollover mistakes. This is because of the rule that says that the required minimum...

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Weekly Market Commentary

-Darren Leavitt, CFA It was an extremely busy week on Wall Street.  First-quarter earnings results were highlighted by Apple and Amazon.  Investors encouraged by their results sent higher shares on the back of increased dividends, increased share buyback programs, and...

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Does Medigap Plan G Pay Doctor Visits?

Medicare beneficiaries have lots of options when it comes to Medicare plans. One of the most popular choices is Medigap Plan G. It’s known for its comprehensive coverage and predictable costs. One question we often get asked is, “Does Plan G pay doctor visits?” We’ll...

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