by Kenny | Jul 5, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport In her June 28, 2023 Slott Report post, Sarah Brenner discussed several reasons why it pays to roll over your retirement plan savings to an IRA. Another option is to keep your funds in the plan. Keep... by Kenny | Jul 4, 2023 | Uncategorized
Weekly Market Commentary – 6/30/2023 -Darren Leavitt, CFA Markets ended the month of June in strong form. Better-than-expected economic data for the week showed a resilient economy and inflation moderating. Investors were dismissive of hawkish commentary from... by Kenny | Jun 29, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Ed Slott and Team, I am 73 and a retired financial planner. I would like to do a partial withdrawal from my 403(b) and do a 60-day rollover back into the same 403(b).... by Kenny | Jun 28, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport If you are like most American workers, you will change jobs many times during your lifetime. With a job change, you will have a decision to make. What should you do with the... by Kenny | Jun 28, 2023 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport When an IRA owner dies, we look to the beneficiary form to determine who should receive the IRA funds. After death, there is a transition process as assets are moved into an inherited... by Kenny | Jun 25, 2023 | Uncategorized
-Darren Leavitt, CFA US equity markets tapped on the brakes with modest losses across the board. The notion that higher rates will further dampen global economic growth gave investors reason to take some profits. Economic data painted a resilient economy but...