by Kenny | Oct 28, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst The October 19, 2020 Slott Report article, “Don’t Overlook After-Tax Contributions!,” explained how after-tax contributions in company plans work and discussed the dollar limits on them. This article will explain how... by Kenny | Oct 28, 2020 | Weekly Newsletter
Don’t let the pandemic derail your plans for retirement These days, older workers and retirees are understandably concerned that their retirement plans will be disrupted by the COVID-19 pandemic and the resulting economic downturn. There are concerns that pre-retirees... by Kenny | Oct 26, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Trick-or-treating in the time of a pandemic is a challenge. Social distancing while handing out candy requires some creativity. The Slott Report has elected to place a big bowl of random treats in front of our house for the kids to... by Kenny | Oct 26, 2020 | Uncategorized
October 23rd, 2020 -Darren Leavitt, CFA Markets traded sideways for much of the week as investors continued to watch Washington fail to negotiate another tranche of stimulus. 3rd quarter earnings continued to roll-out with results coming in mixed. The familiar... by Kenny | Oct 23, 2020 | Weekly Newsletter
Workplaces have grown steadily less friendly to older employees, and the pandemic has pushed more of these workers from the labor market. Joey Himelfarb estimates that in his 25 years in sales, hawking everything from Hewlett-Packard computers to cars and swimming...