by Kenny | Feb 5, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport We’re getting lots of questions about the SECURE 2.0 change that allows annuitized IRA annuities to be aggregated with non-annuity IRA funds for required minimum distribution (RMD) purposes. This change... by Kenny | Feb 4, 2024 | Uncategorized
-Darren Leavitt, CFA It was a turbulent week on Wall Street as investors assessed the Federal Reserve’s decision on monetary policy while economic data and corporate earnings offered mixed results. Tensions in the Middle East escalated as the US hit Iranian proxy... by Kenny | Feb 1, 2024 | Uncategorized
Question: I have two questions regarding the 15-year requirement that applies to new rules allowing rollovers from 529 plans to Roth IRAs. If you change beneficiaries, will it reset the 15-year clock? Secondly, if you roll your 529 plan into another 529 plan (say... by Kenny | Jan 31, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Did you make a Roth IRA contribution for 2023? If you have not, you still have some time. The deadline for making a prior year contribution is the tax-filing deadline, not including... by Kenny | Jan 29, 2024 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport The mailman delivered my son’s 2023 W-2 the other day. I was curious what he earned last year as a lifeguard at our community pool, so I opened the envelope. Box 1, “Wages, tips, other... by Kenny | Jan 27, 2024 | Uncategorized
Weekly Market Commentary – 1/26/2024 -Darren Leavitt, CFA US equities inked another set of weekly gains on the back of mixed 4th quarter earnings results and encouraging economic data. The S&P 500 and Dow set new all-time highs. Dutch Semiconductor Company...