by Kenny | Oct 29, 2023 | Uncategorized
-Darren Leavitt, CFA Equity markets faced another wave of selling as the S&P 500 went into correction territory, down 10.13% from the end of July. Investors saw some relief from the bond market, but trade in Sovereign debt continued to lack a safe-haven bid... by Kenny | Oct 23, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport The once-per-year IRA rollover rule sounds pretty easy to understand. You may only do one IRA-to-IRA (or Roth IRA-to-Roth IRA rollover) per year (365 days). However, this rule is... by Kenny | Oct 22, 2023 | Uncategorized
Weekly Market Commentary – 10/20/2023 -Darren Leavitt, CFA This week, the debt market resumed its sell-off and wreaked havoc on the equity markets. The US 10-year bond yield hit 5% for the first time since 2007, while longer-tenured issues felt the brunt of the... by Kenny | Oct 19, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: I earn too much money and can’t do a Roth IRA. I have heard about the back-door Roth IRA strategy for those who earn more than the allowable contribution for the Roth IRA... by Kenny | Oct 18, 2023 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport An estate can become the beneficiary of a person’s IRA in a couple of ways. First, the estate could be named outright as the beneficiary on the beneficiary form. This is not recommended. Why? One... by Kenny | Oct 16, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport The Investment Company Institute (ICI) is an association representing mutual fund companies and similar investment companies. Each year, ICI conducts a survey of the prevalence of IRAs in American...