sarah brenner

Can I Still Contribute to My 401(k) as a Part-Time Employee?

Thursday, June 16, 2016
This week's Slott Report Mailbag discusses complex retirement planning topics with a charitable uncle interested in leaving his Roth IRAs to his grandnephews and nieces and an employee moving to part-time work who is still interested in contributing to his 401(k).
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HSA Rules Get Tricky Once You Hit Age 65

Monday, June 13, 2016
An HSA has been described as offering triple tax benefits. One, contributions are deductible. Two, there is no taxation on funds while they are in the HSA and, three, distributions taken for qualified medical expenses are tax-free. Not a bad deal! When you reach age 65, however, there are some important changes in store for your HSA.
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Saying “I Do…” Has Its Benefits For Your IRA

Monday, May 23, 2016
With the calendar well into May, wedding season has arrived in full force. You have probably heard the saying that marriage has its benefits. Well, this is especially true when it comes to the IRA rules. If you are married, you may have some IRA options that would not have been available to you if you had not taken the plunge and tied the knot. Here are 4 IRA benefits you may have if you are married.
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Taking RMDs? What You Must Know about Moving Your IRA

Monday, May 16, 2016
Are you unhappy with how your IRA investment is performing? Are you considering moving your IRA funds to another custodian or advisor? You have this opportunity. Withdrawing your funds from certain investments may result in penalties, but the IRA rules are set up to allow portability. If you are taking required minimum distributions (RMDs) from your IRA, here is what you must know about moving your IRA.
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