A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Asset Consulting & Safe Money Solutions, Inc., we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Asset Consulting & Safe Money Solutions, Inc.
(765) 749-0082

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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. Qualifying criteria for membership includes completing specified educational courses offered by Ed Slott Group. Ed Slott Group membership requirements include the payment of annual dues. Logos and/or trademarks are property of their respective owners and no endorsement of (Jeshua Morgan) or (Asset Consulting & Safe Money Solutions) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Asset Consulting & Safe Money Solutions.

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

WHAT IS RETIREMENT? FANTASY VS. REALITY

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport   Three times a week, every week, we add to the Slott Report. Two article entries and a mailbag. All factual, measurable information. “This is what to consider when you name a trust as your...

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HOW SECURE 2.0 IMPACTS COMPANY PLAN IN-SERVICE WITHDRAWALS

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Retirement plan funds are designed for retirement, but Congress continues to make it easier for employees to pull out those funds while still working. The SECURE 2.0 law adds several new in-service...

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TAX TIME TIPS FOR IRAS

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport IRAs are an important, but often overlooked, part of your overall tax planning. As the deadline for filing 2023 tax returns approaches, it is a good time to incorporate your IRA plan...

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WHAT ARE THE RULES FOR 401(K) IN-SERVICE WITHDRAWALS?

Congress has determined that 401(k) and other company plan funds, with certain exceptions, should be saved for retirement. For that reason, it has imposed strict restrictions on the ability of employees to withdraw from these plans while still working. Plans must...

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A WAY TO JUMP-START 529-TO-ROTH ROLLOVERS

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport We have covered in The Slott Report the new SECURE 2.0 provision that allows unused 529 plan funds to be rolled over to Roth IRAs. It originally appeared that this new rule was to be effective for 2024....

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