by Kenny | Oct 8, 2023 | Uncategorized
Weekly Market Commentary – 10/6/2023 -Darren Leavitt, CFA Investors were treated to another mixed bag of market action as the yield curve steepened on the notion of higher rates for longer. There were several central bank officials that echoed the need to... by Kenny | Oct 5, 2023 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: On September 6th in a piece titled, “Rules for Inherited IRAs that May Surprise Nonspouse Beneficiaries,” Sarah Brenner from Ed Slott and Company wrote, “If you inherited the IRA funds in... by Kenny | Oct 4, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Earlier in my career, I worked for a company that sponsored a defined benefit (DB) pension plan. Up to now, I’ve chosen to defer payments from the plan. A few weeks ago, I received an official-looking... by Kenny | Oct 2, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport SECURE 2.0 expands qualified charitable distributions (QCDs) by allowing a one-time only QCD of up to $50,000 to a split-interest entity. As a result of this new rule, there is now a... by Kenny | Oct 1, 2023 | Uncategorized
Weekly Market Commentary – 9/29/2023 -Darren Leavitt, CFA Markets finished a difficult month of September with mixed results. The prospect of a government shutdown, along with no real progress in the UAW negotiations and a recalibration of interest rate... by Kenny | Sep 27, 2023 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport The Ed Slott team answers thousands of IRA and work plan questions annually – emails, phone calls, in-person conversations, webinars, Q&A programs and texts. We accommodate all members of...