by Kenny | Jan 18, 2023 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport If a person has a Traditional IRA and is of the age when lifetime required minimum distributions (RMDs) apply, then that person must withdraw a portion of that account annually. The amount to... by Kenny | Jan 16, 2023 | Uncategorized
Weekly Market Commentary – 1/13/2023 -Darren Leavitt, CFA Equity markets continued to rally in the second week of January as investors considered the idea of a Fed-orchestrated soft landing. An inline December CPI showed consumer prices falling on the headline... by Kenny | Jan 16, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport We’re getting a lot of questions about the SECURE 2.0 provision allowing tax-free rollovers from 529 plans to Roth IRAs. Although this new rollover opportunity sounds exciting, there are a number of... by Kenny | Jan 12, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: I am confused regarding the requirements for making a qualified charitable distribution. Is it necessary for the donation to be sent directly from the financial... by Kenny | Jan 11, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport One of the provisions of the recently passed SECURE 2.0 that has gotten the most attentions is the one that allows some retirement account owners to delay their required... by Kenny | Jan 9, 2023 | Uncategorized
Weekly Market Commentary – 1/6/2023 -Darren Leavitt, CFA The start of the New Year brought volatility with it. Markets sold off early in the week and tested a critical technical level on the S&P 500 (3800), then bounced significantly to regain support and...