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

RANDOM REAL-LIFE QUESTIONS AND ANSWERS

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Each day we receive dozens of retirement-related questions from advisor members of the Ed Slott Elite IRA Advisor Group. Conversations range from incredibly complex to obscure to, “I just need...

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HAPPY HOLIDAYS! CONGRESS GIFTS SECURE 2.0

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport This holiday season Congress has given us SECURE 2.0. With no time to spare to avoid a government shutdown, they passed the $1.7 trillion Consolidated Appropriations Act of...

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CONGRESS CONSIDERS SPENDING BILL THAT INCLUDES SECURE 2.0

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport As you may have read, Congress is considering passage of a $1.65 trillion spending bill that contains a number of retirement savings plan provisions. As of this morning (December 21), the bill has not...

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10 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport A repair man is currently fixing the sliding glass door on the back of my house. The track is worn and the rollers need replacing. No small task. The doors weigh a ton, you need one of those...

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4 IRA TASKS TO GET DONE BY YEAR END 2022

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport The year 2022 is coming to a close. The holidays season is upon us. That means that the clock is ticking on year-end IRA deadlines. Be sure to get the following four...

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BIG INCREASE IN MANY 2023 RETIREMENT PLAN CONTRIBUTION LIMITS

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport The IRS has announced the retirement contribution limits for 2023. Because many of these limits are tied to inflation, it shouldn’t come as a surprise that some of the limits had a big jump. Here’s a...

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AUTOMATIC WAIVER OF 50% PENALTY FOR MISSED YEAR-OF-DEATH RMD

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport At this time of year, financial articles typically cover festive topics with creative holiday metaphors. “Stuff Your Stocking with These Year-End Retirement Tips” or, “Stay Off Santa’s Naughty...

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TAKE OUR RMD QUIZ

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport If you have an IRA, you should know that the funds that are in the account can’t stay there forever. The rules say that you must begin to take required minimum distributions...

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