by Kenny | May 20, 2021 | Uncategorized
How to Retire in 2021 When you are ready to retire, there are certain basic things you should do before you leave the comfort and security of your old job. You need to make final adjustments to your financial plan and make important decisions about Social Security and...
by Kenny | May 20, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Dear Mr. Slott, I really enjoy your publications, website and educational programming on Public Television. You provide a tremendous service and information for investors and advisors alike. My questions pertains to...
by Kenny | May 19, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The SECURE Act may have upended the rules for inherited IRAs, but the rules for spouse beneficiaries remain as advantageous as ever. In fact, naming a spouse as an IRA beneficiary is a better option than ever...
by Kenny | May 17, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Rules governing defined benefit (DB) plans are typically more complicated than defined contribution (DC) plan rules. But required minimum distributions (RMDs) are one area where the DB plan requirements are easier to understand. If you’re...
by Kenny | May 16, 2021 | Uncategorized
Weekly Market Commentary – 5/14/2021 -Darren Leavitt, CFA It was a volatile week on Wall Street that saw the major US equity indices fall across the board. Inflation fears were stoked by a hot Consumer Price Index reading and surging gas prices caused by a...
