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... by Kenny | Oct 22, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Hello, If an individual has a solo 401(k), is this considered a “retirement plan at work” that would limit the deductibility of IRA contributions? Thanks! Susan Answer: Hi Susan, Being an... by Kenny | Oct 21, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Hello, If an individual has a solo 401(k), is this considered a “retirement plan at work” that would limit the deductibility of IRA contributions? Thanks! Susan Answer: Hi Susan, Being an... by Kenny | Oct 19, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst With the popularity of Roth 401(k) contributions, after-tax employee contributions have gotten short shrift. But, if your plan offers them, after-tax contributions are worth considering because they can significantly boost your retirement...