by Kenny | Feb 26, 2024 | Uncategorized
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.... by Kenny | Feb 24, 2024 | Uncategorized
-Darren Leavitt, CFA The S&P 500 and the Dow Industrial Average forged new all-time highs despite investors taking profits early in the holiday-shortened week. Semiconductor stalwart NVidia’s fourth-quarter earnings results induced a massive rally in the stock... by Kenny | Feb 23, 2024 | Weekly Newsletter
The reality of quitting work can be far different from the fantasy. Here’s what you need to know Even if you love your job, there are times when you’d rather be alphabetizing the spice shelf than riding a packed train alongside hundreds of sniffling fellow... by Kenny | Feb 22, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: Hi Can we contribute backdoor Roth IRA money to my husband’s Roth IRA since I have existing traditional IRA accounts, but my husband has none? Thank you very much for... by Kenny | Feb 21, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport The tax season is upon us. This is the time when many individuals fund their IRAs by contributing for the prior year. Contributing to an IRA may seem pretty straightforward, and in...