by Kenny | Mar 10, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Ed, I read your 2/28/22 Slott Report on the updated SECURE Act information for non-eligible designated beneficiaries (non-EDBs) that requires annual RMDs to continue if the original owner was taking them prior to his death and... by Kenny | Mar 9, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Roth IRAs have always been a great retirement savings tool. While pre-tax retirement accounts allow tax deferred savings, a Roth IRA promises tax-free benefits. They allow you to receive years of earnings in... by Kenny | Mar 7, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst The part of the new IRS SECURE Act regulations causing the most reaction is the one requiring annual required minimum distributions (RMDs) for some IRA or workplace plan beneficiaries subject to the 10-year payment rule. Under the SECURE... by Kenny | Mar 7, 2022 | Uncategorized
Weekly Market Commentary -3/4/2022 -Darren Leavitt, CFA Financial markets continued to be volatile as investors assessed the ramifications of the ongoing war in Ukraine. International sanctions roiled the Russian ruble and kept the Russian equity markets closed. ... by Kenny | Mar 3, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Hello. I was reading the 2/28/22 edition of the Slott Report and noticed the section titled “Beneficiaries Hit w/Annual RMDs and the 10-Year Rule.” It was my understanding that starting 1/1/20, most...