by Kenny | Nov 2, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The year 2020 has been a challenging one. With coronavirus cases rising in most of the country and economic relief stalled in Congress, many individuals may be looking to find funds to pay urgent bills. One... by Kenny | Nov 1, 2020 | Uncategorized
-Darren Leavitt, CFA Global financial markets had mixed performances in October. Investors were hoping for another tranche of stimulus from Washington, but the politicians were too far apart to get a deal done in the end. The US Presidential election continued to... by Kenny | Oct 29, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Our estate planning attorney prepared trust documents a few years ago and he advised us to name the trust as a beneficiary. This was done after discussion with him regarding a situation in case our son(s) divorce their wives. ... 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 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...