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“Third-Party Posts”
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Holder-Edsall & Associates, deems reliable but in no way does Holder-Edsall & Associates guarantee its accuracy or completeness. Holder-Edsall & Associates had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Holder-Edsall & Associates. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Holder-Edsall & Associates, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
6 Retirement Savings Changes To Expect in 2025
Big changes are coming to retirement savings in 2025. The shifts in retirement planning come after Congress passed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) in 2019 and its 2022 follow-up, the SECURE 2.0, which further expanded and...
7 Things to Know About Working While Getting Social Security
If you claim benefits early, income from work can reduce your monthly payments “Retirement” used to be synonymous with “not working.” Not anymore. More than a quarter of U.S. adults ages 65 to 74 are still in the workforce, according to the federal Bureau of Labor...
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The One Big Beautiful Bill Act (OBBBA) and SEP IRAs: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Does the new $6,000 additional deduction for seniors under the One Big Beautiful Bill Act (OBBBA) also apply if the senior itemizes their taxes? Thanks, Robert ANSWER: Robert, The new $6,000 addition to the standard...
Trump Accounts – A Hot New Bombshell Enters the Tax-Advantaged Account Villa
By Sarah Brenner, JD Director of Retirement Education Summer of 2025 brought us the new season of the hit TV show, Love Island. When a new contestant arrives on this popular reality dating show, its viewers know that “another hot bombshell has entered the villa.” The...
Last Week in Chicago
By Andy Ives, CFP®, AIF® IRA Analyst Last week in Chicago, the Ed Slott and Company team hosted another successful 2-day advisor training program. A sellout crowd of over 260 financial professionals from across the country joined us for some intense IRA and retirement...
Year-of-Death RMD and RMD on Backdoor Roth: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: I have a client who died last month. She would have been age 83 this year. She had an IRA. Her husband, age 87, was the beneficiary of the IRA. She did not take her required minimum distribution (RMD) for 2025 before she died....
How Trump Accounts Work
By Ian Berger, JD IRA Analyst The One Big Beautiful Bill Act (OBBBA) signed into law on July 4, 2025, includes a new savings vehicle for children called “Trump accounts.” The rules surrounding these accounts are complicated, and many media outlets are reporting...
3 Retirement Account Takeaways from OBBBA
By Sarah Brenner, JD Director of Retirement Education On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill Act” (OBBBA). This mammoth domestic policy and tax law is hundreds of pages long and will impact many people in all kinds of ways. What...
One Big Beautiful Bill Act and IRA Rollovers: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: With the signing of the “One Big Beautiful Bill Act” (OBBBA) legislation and the current tax rates being made permanent, have your thoughts regarding Roth conversions changed? Jim ANSWER: Jim, We have always been, and...
OBBBA: No IRA Changes, but More Roth Conversions?
By Andy Ives, CFP®, AIF® IRA Analyst Hopefully Ed Slott and Company is your trusted, go-to source for all things IRA and retirement plan related. Let’s be clear about the “One Big Beautiful Bill Act of 2025” (OBBBA), enacted on July 4. There is no “SECURE 3.0” in this...
How Company Plan Loans Work
By Ian Berger, JD IRA Analyst Most company retirement savings plans, such as 401(k), 403(b) and 457(b) plans, are allowed to (but not required to) offer plan loans. According to a survey by the Employee Benefits Research Institute, as of the end of 2022, 52% of 401(k)...
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Holder-Edsall & Associates, deems reliable but in no way does Holder-Edsall & Associates guarantee its accuracy or completeness. Holder-Edsall & Associates had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Holder-Edsall & Associates. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Holder-Edsall & Associates, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
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Holder-Edsall & Associates Location
Oklahoma City, Oklahoma
Office: 405-503-8491
Kim@okcityinsurance.com
