Beneficiary Form Resolutions

We are two weeks into 2025. Have you been following through on your New Year’s resolutions? As our readers already know, for an IRA owner not to follow through on his or her annual check up of beneficiary forms could have dire consequences. Repeat after me: In 2025, I...

RMD Rollover and Aggregation Rules: Today’s Slott Report Mailbag

By Ian Berger, JD IRA Analyst Question: I am planning for a required minimum distribution (RMD) from both my IRA and 403(b) plan for 2026, my first RMD year. I am in the third year of a 10-year period in which I am rolling over 10% of my 403(b) funds each year to my...

What’s New for 2025

By Ian Berger, JD IRA Analyst When the ball dropped in Times Square on New Year’s Eve, a number of new retirement account provisions became effective. We’ve previously written about each of these new rules in The Slott Report. This article will serve as a checklist,...

5 Things We Are Talking About at the Slott Report in 2025

By Sarah Brenner, JD Director of Retirement Education   The year 2025 is upon us! There is no doubt that this will be an eventful time for retirement accounts. As the new year kicks off, here is what we are talking about now at the Slott Report. 1. Increased...

Jelly-of-the-Month Club

By Andy Ives, CFP®, AIF® IRA Analyst   I counted them. This year the Slott Report published 101 blog articles. While other sites add “pay-for-content” firewalls, we continue to pump out incredibly valuable and important information, week after week, totally free...
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: