by Kenny | Feb 6, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Up to now, employer contributions to 401(k) (and other plans) had to be made to pre-tax accounts. One of the SECURE 2.0 changes already in effect allows employer contributions to be made to Roth... by Kenny | Feb 5, 2023 | Uncategorized
Weekly Market Commentary – 2/3/2023 -Darren Leavitt, CFA Investors were hit with a full dose of market-moving events and data throughout the week. The Federal Reserve, Bank of England, and European Central Bank increased their respective policy rates. The Fed... by Kenny | Feb 2, 2023 | Weekly Newsletter
KEY POINTS Retirees can push back RMDs to age 73 in 2023. The penalties for not taking RMDs will drop significantly. A big change is coming to workplace accounts with a Roth designation in 2024. The $1.7 trillion spending bill that Congress passed last week includes... by Kenny | Feb 1, 2023 | Uncategorized
By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport The SECURE Act changed the game for inherited IRAs. For most beneficiaries, the stretch IRA is gone and has been replaced by the 10-year payout rule. However, the SECURE Act carved out some rules...