by Kenny | Jul 18, 2021 | Uncategorized
Weekly Market Commentary – 7/16/2021 -Darren Leavitt, CFA Despite hitting another set of all-time highs, US financial markets ended the week lower. 2nd quarter earnings kicked off with better than expected results from the financials; however, banks shares... by Kenny | Jul 15, 2021 | Uncategorized
Ian Berger, JD IRA Analyst Question: Mr. Slott, Would a person who took a Coronavirus-Related Distribution from his IRA in 2020, with intent to repay within 3 years, be disqualified from taking a distribution and making a 60-day rollover in 2021 if it is within 12... by Kenny | Jul 14, 2021 | Uncategorized
Ian Berger, JD IRA Analyst In the May 17, 2021 Slott Report, we discussed the rules governing required minimum distributions (RMDs) from defined benefit (DB) plans, also known as “pension plans.” We said that DB plan payments usually have no problem satisfying the RMD... by Kenny | Jul 12, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst A surviving spouse has a number of options regarding how to deal with IRAs inherited from his or her deceased spouse. The age of both the deceased and surviving spouse will most often dictate the decision as to how to proceed.... by Kenny | Jul 11, 2021 | Uncategorized
Weekly Market Commentary – 7/9/2021 -Darren Leavitt, CFA The holiday-shortened week produced significant swings in the equity and fixed income markets as investors continued to contemplate where we are in the economic cycle. The peak growth narrative appeared... by Kenny | Jul 8, 2021 | Uncategorized
Sarah Brenner, JD Director of Retirement Education Question: Ed, I recently saw an email from you on QCDs when deductible IRA contributions are made in the same year. It discussed how these two transactions interact with each other. I am also wondering if the offset...