by Kenny | Dec 7, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport At this time of year, financial articles typically cover festive topics with creative holiday metaphors. “Stuff Your Stocking with These Year-End Retirement Tips” or, “Stay Off Santa’s Naughty... by Kenny | Dec 5, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport If you have an IRA, you should know that the funds that are in the account can’t stay there forever. The rules say that you must begin to take required minimum distributions... by Kenny | Dec 4, 2022 | Uncategorized
Weekly Market Commentary – 12/2/2022 -Darren Leavitt, CFA The week started with concerns regarding China’s Zero Covid policy which has led to protests stemming from continued lockdowns. Initial concerns were tempered by reports suggesting China would slowly... by Kenny | Dec 1, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Hi, I have read with interest, Ian Berger’s article titled “IRS Waives 50% Penalty for Missed 2021 and 2022 RMDs within the 10-Year Period.” I am... by Kenny | Nov 30, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport As you’ve probably heard, the IRS has announced the IRA and workplace plan contribution limits for 2023. Because most of those limits are tied to inflation, many increased substantially. Among the big... by Kenny | Nov 27, 2022 | Uncategorized
Weekly Market Commentary – 11/25/2022 -Darren Leavitt, CFA Investors pushed US equities and Treasuries higher in light volume trade. The holiday-shortened week was packed with all kinds of news. A spike in Covid cases in China increased lockdown measures and...