by Kenny | Aug 21, 2025 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: I recently retired in January and rolled over a lump sum pension from my previous employer into my IRA. Next month, I’m planning to roll over my 401(k) from the same employer into the same IRA as well.... by Kenny | Aug 20, 2025 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst The Ed Slott team has answered literally tens of thousands of IRA and retirement plan questions over the past few years. That is not hyperbole—we track it all. The questions we’re asked run the gamut from basic to extremely... by Kenny | Aug 18, 2025 | IRA Blog
By Ian Berger, JD IRA Analyst At Ed Slott and Company, we continually stress how important the beneficiary designation form is. Because it’s that form – and not the retirement account owner’s will or other estate planning documents – that usually dictates who...
by Kenny | Aug 17, 2025 | Uncategorized
Global financial markets had another positive week as the Dow Jones Industrial Average finally joined the S&P 500 and the NASDAQ with a new all-time high. Benign consumer inflation increased the probability of a September rate cut to 99% and fostered the idea of...
by Kenny | Aug 15, 2025 | Weekly Newsletter
Although your CalPERS service retirement is a lifetime benefit, and you have other income sources available to you, money can still be tight. Making ends meet is a big concern for many retirees. Here are six tips for saving money during retirement, as part of our...
