by Kenny | Nov 5, 2023 | Uncategorized
-Darren Leavitt, CFA Global financial markets rallied big time last week on dovish tones from central bankers and on the notion that this interest rate hike cycle may be over. The Bank of Japan kicked the week off with a vague move that sets their 10-year Japanese... by Kenny | Nov 2, 2023 | Weekly Newsletter
A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they clock out of the 9-to-5. Maybe that prophecy includes regular travel, longer trips to see the... by Kenny | Nov 2, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: Dear Mr. Slott, I made $40,000 additional non-deductible (after taxes) contributions to my IRA many years ago. I have filed IRS Form 8606 every year informing the IRS of the contributions.... by Kenny | Nov 1, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport The IRS has released cost-of-living adjustments (COLAs) for 2024. Many IRA limits will increase next year. Higher IRA Contributions The limit on annual contributions to an IRA... by Kenny | Oct 30, 2023 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Within the 400-page Ed Slott advisor training manual, we include a basic chart that outlines the Roth IRA distribution ordering rules and the availability of those specific dollars. When presenting...