by Kenny | Feb 19, 2024 | Uncategorized
Weekly Market Commentary – 2/16/2024 -Darren Leavitt, CFA Wall Street took a breather last week as hotter-than-expected inflation data forced investors to recalibrate their expectations for rate cuts from the Federal Reserve. Mega-cap issues that have been... by Kenny | Feb 19, 2024 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Last week in La Jolla, California, the Ed Slott team hosted another incredibly successful 2-day advisor training program. Nearly 200 financial professionals from across the country chose to join us... by Kenny | Feb 15, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: I was given your information by a financial advisor who follows your articles. I have a unique situation with a client who is a high earner with several old 401(k) accounts. My idea was to have... by Kenny | Feb 14, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport By now, you probably know that a number of SECURE 2.0 provisions pertaining to 401(k) (and other company savings plans) became effective this year. We’ve already discussed two of them in The Slott Report.... by Kenny | Feb 12, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Are you thinking about making a Simplified Employee Pension (SEP) IRA plan contribution for 2023? If so, here are 6 rules you need to know. 1. Only a business can make a SEP... by Kenny | Feb 11, 2024 | Uncategorized
Weekly Market Commentary – 2/9/2024 -Darren Leavitt, CFA The S&P 500 hit another record high and topped the 5000 level for the first time as investors focused on better-than-expected Q4 earnings. The economic calendar was light this week but showed...