by Kenny | Jun 21, 2021 | Uncategorized
-Darren Leavitt, CFA US equity indices fell across the board for the week on a more hawkish than expected statement from the Federal Reserve’s Open Market committee meeting. In the Q&A after the release of the FOMC statement, Fed Chairman Jerome Powell... by Kenny | Jun 21, 2021 | Uncategorized
Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport In the June 16, 2021 Slott Report, we discussed how an in-service distribution made in the year of separation from service can inadvertently create an excess IRA contribution if that distribution is... by Kenny | Jun 17, 2021 | Uncategorized
Sarah Brenner, JD Director of Retirement Education Question: A client of mine born in 1952 passed away in March 2021 and the IRA passed to her mother who is 91 years old. So, the 10 year rule applies to liquidate the IRA as she is not an eligible designated... by Kenny | Jun 16, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst A required minimum distribution (RMD) from a 401(k) (or other employer plan) must be taken prior to rolling remaining plan dollars to an IRA. An RMD cannot be rolled over, so it must be withdrawn before any rollover is completed.... by Kenny | Jun 14, 2021 | Uncategorized
Sarah Brenner, JD Director of Retirement Edcuation June is PRIDE Month. This June also marks the sixth anniversary of the landmark Supreme Court case Obergefell v. Hodges, which legalized same-sex marriage. In the wake of this decision, millions of same-sex couples... by Kenny | Jun 12, 2021 | Uncategorized
Weekly Market Commentary – 6/11/2021 -Darren Leavitt, CFA The S&P 500 hit all-time highs on the week in very tight market action. Cyclicals and US Treasury yields fell throughout the week on the notion that the economy has seen peak growth and peak...