by Kenny | Oct 14, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I am retired and turned 72 in September, 2021, so I must begin required beginning distributions (RMDs) by April, 2022. I have traditional and Roth IRAs as well as a defined contribution plan with a former employer. I understand... by Kenny | Oct 13, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education As you approach your golden years, you may be looking to simplify your life to wring the most out of retirement. It may be time to right size and move from a larger house with an abundance of maintenance to a... by Kenny | Oct 11, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst The Build Back Better Act of 2021, recently passed by the House Ways and Means Committee, includes a number of retirement plan provisions. They were summarized in the September 22, 2021 Slott Report. Two of those provisions are targeted... by Kenny | Oct 11, 2021 | Uncategorized
Weekly Market Commentary – 10/8/2021 -Darren Leavitt, CFA Markets started the week lower but were able to recover losses and make slight gains by the end of the week. Concerns regarding the debt ceiling, the static state of the infrastructure bill, raw... by Kenny | Oct 7, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Dear Ed Slott and Company, I am a longtime subscriber, having met and talked with Ed at several industry conferences, going back well over 20 years. Which, with all of Ed’s great work and active... by Kenny | Oct 6, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When it comes to taxes and the 10% early distribution penalty, do not allow the underlying investments within a Traditional IRA to confuse what is applicable. Earnings within an IRA are just earnings. It does not matter if those...