by Kenny | Mar 11, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I have self-directed traditional and Roth accounts at an SDIRA Custodian. Can I do a Roth conversion of an illiquid asset from the traditional to the Roth account? The investment I want to convert is a debt-only asset (no... by Kenny | Mar 10, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Casinos have house rules. These rules dictate what patrons can and cannot do. They are often written down, posted, and there is no debating the validity of said guidelines. House rules govern... by Kenny | Mar 10, 2021 | Weekly Newsletter
Figuring out if you can retire securely can sometimes feel like the most complicated math problem ever. Just figuring out which retirement number to worry about can be perplexing. And then there is the further complication of knowing how they all fit together. Here... by Kenny | Mar 8, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport For those just starting out, saving for retirement can be challenging. For young workers, paying the rent and buying the week’s groceries may take priority and there is only so... by Kenny | Mar 7, 2021 | Uncategorized
Weekly Market Commentary – 3/5/2021 -Darren Leavitt, CFA US financial markets finished the week with mixed results as another spike in interest rates induced a sharp sell-off in growth stocks. Inflation concerns were heightened on commentary from Federal...