by Kenny | Dec 23, 2019 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst As of the writing of this Slott Report submission, it is Monday, December 23, 2019. T-minus 8 days before the end of the year, which means IRA owners have a tight window to complete any year-end transactions. Once the calendar... by Kenny | Dec 19, 2019 | Uncategorized
By Ian Berger, JD IRA Analyst Question: My husband has taken two different qualified distributions from his Roth IRA within the last 60 days. We would like to “pay those back.” It looks like we can put money back into the Roth IRA as a rollover. My question... by Kenny | Dec 18, 2019 | Uncategorized
By Sarah Brenner, JD IRA Analyst With the clock ticking down on 2019, Congress is expected to enact a $1.4 trillion year-end spending bill to keep the government running. Tucked away inside this mammoth piece of legislation is the Setting Every Community Up for...