by Kenny | Oct 6, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Question: I must take an RMD this year, based on 12/31/2021 account values. My current account values are much less than those of 12/31/2021. This is typical, I’m sure. Is there any chance... by Kenny | Oct 3, 2022 | Uncategorized
Weekly Market Commentary – 9/30/2022 -Darren Leavitt, CFA Global financial markets ended a difficult month of September with losses. Worries of a systemic breakdown in financial markets were induced by the extreme sell-offs in British Gilts and the British... by Kenny | Oct 3, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport We are constantly bombarded with requests to update our information. “Password needs updating.” “Software update for your mobile device.” “Please update your email so our marketing team can... by Kenny | Sep 29, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: When will the IRS release final regulations for RMDs on beneficiary IRAs? Kim Answer: Hi Kim, That is a great question. We have been fielding many inquiries about... by Kenny | Sep 28, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Maybe you made a Roth IRA contribution for 2021, but your income was too high. Maybe you made a traditional IRA contribution without having any earned income. These are both... by Kenny | Sep 25, 2022 | Uncategorized
Weekly Market Commentary – 9/23/2022 -Darren Leavitt, CFA It was another brutal week on Wall Street as global economic growth concerns aggravated sentiment. Investors sold risk assets in the wake of several rate hikes by global central banks. The Federal Reserve...