by Kenny | Oct 6, 2022 | Weekly Newsletter
You’ll be retired by this time next year. Here’s what to do now You’ve scrimped and saved and planned for decades, through good times and bad. Now your goal is to retire in this uncertain environment, perhaps in the next year — even though the last six months have... by Kenny | Oct 3, 2022 | Uncategorized
Weekly Market Commentary – 9/30/2022 -Darren Leavitt, CFA Global financial markets ended a difficult month of September with losses. Worries of a systemic breakdown in financial markets were induced by the extreme sell-offs in British Gilts and the British... by Kenny | Oct 3, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport We are constantly bombarded with requests to update our information. “Password needs updating.” “Software update for your mobile device.” “Please update your email so our marketing team can... by Kenny | Sep 29, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: When will the IRS release final regulations for RMDs on beneficiary IRAs? Kim Answer: Hi Kim, That is a great question. We have been fielding many inquiries about... by Kenny | Sep 28, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Maybe you made a Roth IRA contribution for 2021, but your income was too high. Maybe you made a traditional IRA contribution without having any earned income. These are both...