by Kenny | Dec 28, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Each day we receive dozens of retirement-related questions from advisor members of the Ed Slott Elite IRA Advisor Group. Conversations range from incredibly complex to obscure to, “I just need... by Kenny | Dec 28, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport This holiday season Congress has given us SECURE 2.0. With no time to spare to avoid a government shutdown, they passed the $1.7 trillion Consolidated Appropriations Act of... by Kenny | Dec 26, 2022 | Uncategorized
Weekly Market Commentary – 12/23/2022 -Darren Leavitt, CFA The S&P 500 incurred its third straight weekly loss as investors assessed the increasing likelihood of a global recession and its impact on current earnings estimates. Markets also had to contend... by Kenny | Dec 22, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Ed, I started reading your newsletter and I wondered what you thought of IRS Notice 2022-53. It made sense to me to the point where it said that “the... by Kenny | Dec 21, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport As you may have read, Congress is considering passage of a $1.65 trillion spending bill that contains a number of retirement savings plan provisions. As of this morning (December 21), the bill has not... by Kenny | Dec 19, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport A repair man is currently fixing the sliding glass door on the back of my house. The track is worn and the rollers need replacing. No small task. The doors weigh a ton, you need one of those...