by Kenny | Nov 17, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Question: Hello! I need clarification regarding RMD statements for customers who hold inherited IRAs or inherited Roth IRAs. I have not been able to find a clear answer to the following... by Kenny | Nov 16, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst The goal of the net unrealized appreciation (NUA) tax strategy is to enable a person to pay taxes on the appreciation of company stock formerly in a work plan at long term capital gain rates as opposed to ordinary income rates. The... by Kenny | Nov 14, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport The holidays are right around the corner, and 2022 is drawing to a close. The end of the year is always a busy time with retirement account deadlines and preparations for the... by Kenny | Nov 13, 2022 | Uncategorized
Weekly Market Commentary – 11/11/2022 -Darren Leavitt, CFA “Bar the door Katie” What an extraordinary week on Wall Street. Tuesday’s Midterm elections, coupled with a Crypto stalwart blow-up, were accompanied by a better-than-expected Consumer Price Index... by Kenny | Nov 11, 2022 | Weekly Newsletter
The answer requires a realistic look at your savings and spending Inflation is soaring and the stock market is falling, putting a wrench in many people’s retirement plans. That’s particularly true of those gearing up to retire this year. Instead of planning their...