by Kenny | Dec 9, 2022 | Uncategorized
Whether you opt for a real or a faux one, expect to pay 5 to 15 percent more this holiday season Christmas tree prices, whether for faux or real ones, are rising this holiday season as inflation spills over into decorations. How bad? Expect to pay anywhere from 5 to...
by Kenny | Dec 8, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport QUESTION: Hello Mr. Slott, I have been doing Roth conversions this year from two small accounts (one a rollover IRA, the other a SEP-IRA) to consolidate into fewer accounts. The small SEP-IRA...
by Kenny | Dec 7, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport At this time of year, financial articles typically cover festive topics with creative holiday metaphors. “Stuff Your Stocking with These Year-End Retirement Tips” or, “Stay Off Santa’s Naughty...
by Kenny | Dec 5, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport If you have an IRA, you should know that the funds that are in the account can’t stay there forever. The rules say that you must begin to take required minimum distributions...
by Kenny | Dec 4, 2022 | Uncategorized
Weekly Market Commentary – 12/2/2022 -Darren Leavitt, CFA The week started with concerns regarding China’s Zero Covid policy which has led to protests stemming from continued lockdowns. Initial concerns were tempered by reports suggesting China would slowly...
