New IRA Aggregation Rule When Doing a Rollover in an RMD Year

Ian Berger, JD IRA Analyst   If you have multiple traditional IRAs and want to do a 60-day rollover (or Roth conversion) in a year when a required minimum distribution (RMD) is due, the IRS has a surprise for you. RMDs from multiple traditional IRAs (and SEP or...
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic Symposium. In fact, the bulk of the gains were made on Friday after Fed Chairman Jerome Powell...

Roth IRAs and Successor Beneficiaries: Today’s Slott Report Mailbag

By Andy Ives, CFP®, AIF® IRA Analyst   QUESTION: I have been getting emails from a few sites pitching their subscriptions. They claim that Roth IRAs will all be taxable in the future. They say there are things you can do to avoid these taxes, but to find out what...
7 Things to Know About Working While Getting Social Security

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...

The Roth IRA Advantage Under the Final RMD Rules

Sarah Brenner, JD Director of Retirement Education In 2020, the SECURE Act completely changed the game for nonspouse IRA beneficiaries. Now, most are subject to the 10-year payout rule. Recently released final RMD rules keep the controversial proposed rule that...
Note that the example above uses jQuery to trigger the function call, but you could trigger the function call using any method you wish.fbq('track', 'Lead'); - To track the lead event on the page. Like Thank you page after submitting the lead. If you have the Thank you page after submitting the lead then you can paste this code on the page and it'll track it as a successful lead. If instead you wanted to track a standard purchase event when the visitor clicks a purchase button, you could tie the fbq('track') function call to the lead button on your page, like this: