by Kenny | Mar 23, 2024 | Uncategorized
-Darren Leavitt, CFA US equity markets forged another set of new highs in an extremely busy week on Wall Street. Global Central Banks took center stage, headlined by the Bank of Japan, the US Federal Reserve, and the Bank of England. The BOJ, as expected, moved away... by Kenny | Mar 21, 2024 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: I know you can delay taking your first required minimum distribution (RMD) until April 1 of the year after you turn age 73. If you convert your entire IRA into a Roth before that date, but... by Kenny | Mar 20, 2024 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Three times a week, every week, we add to the Slott Report. Two article entries and a mailbag. All factual, measurable information. “This is what to consider when you name a trust as your... by Kenny | Mar 18, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Retirement plan funds are designed for retirement, but Congress continues to make it easier for employees to pull out those funds while still working. The SECURE 2.0 law adds several new in-service... by Kenny | Mar 17, 2024 | Uncategorized
Weekly Market Commentary – 3/15/2024 -Darren Leavitt, CFA Markets pulled back this week as investors assessed hotter-than-anticipated inflation data. US Treasuries sold off across the curve as the higher-for-longer narrative strengthened ahead of the coming... by Kenny | Mar 10, 2024 | Uncategorized
Weekly Market Commentary – 3/8/2024 -Darren Leavitt, CFA Financial markets endured a week of consolidation as investors dissected a full economic calendar and awaited more cues from the leaders of the European Central Bank and the Federal Reserve. ECB President...