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... by Kenny | Nov 23, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport It is a Thanksgiving tradition here at the Slott Report to take a moment to give thanks for the IRA rules that are helpful to retirement savers. We know there are many times... by Kenny | Nov 21, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport A solo 401(k) plan is a great retirement savings vehicle for self-employed business owners with no employees (other than their spouse). But if you’re considering a new solo 401(k), be aware that... by Kenny | Nov 21, 2022 | Uncategorized
Weekly Market Commentary – 11/18/2022 -Darren Leavitt, CFA Investors continued to digest the market’s recent strength and questioned if there is more upside to the move. There was no lack of hawkish Fed speak throughout the week. St. Louis Fed President Bullard... by Kenny | Nov 17, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Question: Hello! I need clarification regarding RMD statements for customers who hold inherited IRAs or inherited Roth IRAs. I have not been able to find a clear answer to the following...