by Kenny | Apr 24, 2023 | Uncategorized
Weekly Market Commentary – 4/21/2023 -Darren Leavitt, CFA US equities traded sideways throughout the week as investors contemplated Q1 earnings reports, more Fed rhetoric, and weakening economic data. International markets were also off for the week, with...
by Kenny | Apr 20, 2023 | Uncategorized
KEY POINTS Without action from Congress, Social Security may only be able to pay full benefits for another decade. As lawmakers weigh potential fixes, getting bipartisan agreement won’t be easy. Lawmakers are hashing out plans to shore up Social Security’s ailing...
by Kenny | Apr 20, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Can I make a qualified charitable distribution (QCD) from my IRA to pay for my grandson’s summer church camp? Susan Answer: Hi Susan, You can only make a QCD if the donation would be 100%...
by Kenny | Apr 19, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport One important way that IRAs differ from company retirement plans is with respect to spousal financial rights. Most married IRA owners do not need spousal consent before designating a beneficiary other...
by Kenny | Apr 17, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport More 401(k) plans are starting to offer Roth options. If you now have this option, you may be wondering what the difference is between a Roth IRA and a Roth 401(k). Which...
