by Kenny | Feb 20, 2023 | Uncategorized
Weekly Market Commentary – 2/17/2023 -Darren Leavitt, CFA US equity markets finished the week mixed, as economic data reported during the week indicated that inflation remains elevated. Fed rhetoric was prevalent and had a more hawkish tilt. Cleveland Fed... by Kenny | Feb 16, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Hi, Thank you for all the helpful insight on retirement. I wish I heard about your website earlier. I turned 72 last year and followed your advice on QCDs (qualified charitable... by Kenny | Feb 16, 2023 | Weekly Newsletter
KEY POINTS Longevity can have a greater impact on how long retirement money lasts than today’s record high inflation, according to a new report. Surya Kolluri, head of the TIAA Institute, recommends a three-pronged approach to savings combining Social Security... by Kenny | Feb 15, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport How much can you contribute when you’re in two different retirement plans at the same time or at different times in the same year (e.g., after changing jobs)? The answer is complicated because... by Kenny | Feb 13, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Tax season is upon us. This is the time when you might be thinking about contributing to a retirement account. You may be interested in the Roth IRA, which offers the promise...