by Kenny | Aug 29, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Here’s a common question: An employee retires in or after the year he turns 72 and wants to roll over his 401(k) funds to an IRA. Does an RMD have to be taken before the funds are rolled over? What... by Kenny | Aug 29, 2022 | Uncategorized
Weekly Market Commentary – 8/26/2022 -Darren Leavitt, CFA Global financial markets were focused for most of the week on economic rhetoric from the annual Jackson Hole Economic Symposium hosted by the Kansas City Federal Reserve. Throughout the second half of... by Kenny | Aug 25, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport QUESTION: I have a client where we did a 60-day rollover this past January. The proceeds were put back into the account in less than 60 days. The client has asked me to rollover the 403(b) plan... by Kenny | Aug 24, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport An advisor called to discuss Roth IRA conversions. His new client made some decisions before speaking with him, and he was trying to untangle her self-inflicted knot. She was 69 years old, a... by Kenny | Aug 22, 2022 | Uncategorized
Weekly Market Commentary – 8/19/2022 -Darren Leavitt, CFA US equities and bonds ended the week lower in an erratic fashion. Technically, the S&P 500 failed to surpass it’s 200- day moving average, which gave reason for investors to take profits. The... by Kenny | Aug 22, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport August is winding down and September is just around the corner. That means that it is back to school time! Education can be expensive. This year, with inflation raging, that...