by Kenny | Mar 12, 2023 | Weekly Newsletter
Are emotional health and personal fulfillment part of your retirement portfolio? Retiring successfully requires careful planning to ensure financial and physical health, but what about other important aspects of retirement, such as emotional health and personal... by Kenny | Mar 12, 2023 | Uncategorized
Weekly Market Commentary – 3/10/2023 -Darren Leavitt, CFA Wall Street endured a difficult week with volatile fluctuations in equity and fixed-income markets. Fed President J Powell’s testimony in front of congress kicked off the market’s chaotic week when he... by Kenny | Mar 9, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Hello, I have an inherited IRA which falls under the 10-year rule. I understand that the IRS has tried to clear up the 10-year RMD (required minimum distribution) confusion but I am still... by Kenny | Mar 8, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Considering that it made 92 new IRA and retirement plan changes and is 357 pages long, it’s not surprising that the new SECURE 2.0 law has several unintended drafting errors and lots of unresolved... by Kenny | Mar 6, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport If you want to leave your IRA to an adult, you simply name that person on the IRA beneficiary form. Unfortunately, when it comes to minors, it is not that easy. When a minor...