by Kenny | Oct 30, 2022 | Uncategorized
Weekly Market Commentary – 10/28/2022 -Darren Leavitt, CFA US financial markets followed through with another week of gains as investors gravitated toward the notion that the Fed would temper its monetary policy after the November meeting. Less-than-expected... by Kenny | Oct 27, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Fall is in full swing now with football, foliage, and pumpkin spice everything. The holiday season is just around the corner. Before we know it, the year 2022 will come to an... by Kenny | Oct 26, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport QUESTION: Iturn 72 next month. Can I take part of my RMD this year and the balance before April of next year? Howard ANSWER: Howard, Happy early birthday! Since you turn 72 this year, 2022 is... by Kenny | Oct 25, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport The Ed Slott team hosted a highly successful training program for members of Ed Slott’s Elite IRA Advisor Group℠ and Ed Slott’s Master Elite Advisor Group℠ last week in Las Vegas.... by Kenny | Oct 22, 2022 | Uncategorized
Weekly Market Commentary – 10/21/2022 -Darren Leavitt, CFA Investors enjoyed a nice rally as Fed rhetoric suggested a less hawkish policy path. The rhetoric was backed by Nick Timiraos, a Fed pundit, who published an article in the Wall Street Journal that... by Kenny | Oct 20, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Can an IRA to Roth IRA rollover be spread out over two transactions to soften the upfront tax hit? Answer: When a conversion is done, any taxes owed would be owed in...