by Kenny | Dec 6, 2021 | Uncategorized
Weekly Market Commentary – 12/3/2021 -Darren Leavitt, CFA Markets continued to be volatile in the first week of December. Fed Chairman Jerome Powell and Treasury Secretary Janet Yellen struck a more hawkish tone during their semiannual testimony in front of... by Kenny | Dec 2, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Good afternoon, Mr. Slott. I am trying to complete my taxes for last year, and the tax agent is stating that, because I had two 401(k) rollovers (each from a different employer), that I would be charged a penalty for one... by Kenny | Dec 2, 2021 | Weekly Newsletter
Different phases call for different strategies If you’re physically healthy and financially prepared, your retirement could last for decades. During that time, it may go through several distinct phases, with changing levels of income and expenses that require... by Kenny | Dec 1, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Many sections of the tax code are confusing, but section 457(b) is one of the major offenders. Within that section are the rules for two different types of company retirement plans — governmental plans, and “top hat” plans for... by Kenny | Nov 28, 2021 | Weekly Newsletter
Staggering your retirement date from your spouse may benefit you both Many working couples dream of the day when they can retire and sail off into the sunset together. However, couples should consider whether retiring at the same time is the wise choice. There are...