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The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Olivier Safe Retirement, deems reliable but in no way does Olivier Safe Retirement guarantee its accuracy or completeness. Olivier Safe Retirement 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 Olivier Safe Retirement. 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 Olivier Safe Retirement, 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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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Olivier Safe Retirement) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Olivier Safe Retirement.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

Recharacterization Deadline Approaches

By Sarah Brenner, JD Director of Retirement Education   It happens. You have made a 2023 contribution to the wrong type of IRA. All is not lost. That contribution can be recharacterized. While recharacterization of Roth IRA conversions was eliminated by the Tax...

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IRA Acronyms

By Andy Ives, CFP®, AIF® IRA Analyst   When presenting a particular section of our training manual, I usually make the joke that, “if we were playing an acronym drinking game, we would all be on our way to a hangover.” The segment is titled: “Missed stretch IRA...

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What’s the First RMD Year for Those Born in 1959?

By Ian Berger, JD IRA Analyst If you were born in 1959, what is the first year that you must start taking required minimum distributions (RMDs)? That would seem like an easy question to answer, but because of a snafu by Congress, it isn’t quite so clear. For many...

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What You Need to Know About Withholding and Your IRA

By Sarah Brenner, JD Director of Retirement Education If you take a distribution from your traditional IRA, in most cases you will owe taxes. The government wants to be sure those taxes are paid, so IRA distributions are subject to federal income tax withholding. The...

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REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I inherited a traditional IRA from my mother in 2024. She passed before her required beginning date (RBD.) I know that I fall under the 10-year rule. The question is, do I need to start required minimum distributions...

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401(k) to IRA Rollover – 3 Buckets

By Andy Ives, CFP®, AIF® IRA Analyst Workplace retirement plans – like a 401(k) – can hold different types of dollars. Typically, a 401(k) will have a pre-tax bucket and a Roth bucket. Occasionally, a plan will have a third bucket to hold after-tax (non-Roth) money....

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The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Olivier Safe Retirement, deems reliable but in no way does Olivier Safe Retirement guarantee its accuracy or completeness. Olivier Safe Retirement 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 Olivier Safe Retirement. 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 Olivier Safe Retirement, 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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Metairie, LA 70001
 Office:  504-919-3876
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