The Craziest Stuff I’ve Heard

by | 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...

In ERISA Retirement Plans, Spouse Beneficiaries Rule

by | 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...
Weekly Market Commentary

Weekly Market Commentary

by | Aug 17, 2025 | Weekly Market Commentary

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...
6 Ways to Secure Your Finances After Retirement

6 Ways to Secure Your Finances After Retirement

by | 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...