by Kenny | Sep 20, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport If you are thinking of buying an NFT (non-fungible token) with your IRA funds, you may want to reconsider. In Notice 2023-27, the IRS said that NFTs associated with “collectibles” are prohibited IRA...
by Kenny | Sep 18, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Maybe you made a Roth IRA contribution for 2022 and then discovered your income was too high. Maybe you contributed to a traditional IRA but later discovered that the contribution...
by Kenny | Sep 17, 2023 | Uncategorized
Weekly Market Commentary – 9/15/2023 -Darren Leavitt, CFA It was a roller coaster ride on Wall Street this week, with early-week gains met with a late-week sell-off. Investors cheered the largest IPO of the year that saw Arm Holdings come to market 10x...
by Kenny | Sep 14, 2023 | Uncategorized
You don’t have to tell them some things, but others are very important You’ve probably taught your kids a whole bunch about money over the years, like how to stretch an allowance through an entire week and how to balance a debit account — or, most challenging of all,...
by Kenny | Sep 14, 2023 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Question: I understand that my kids will need to empty my Roth IRA in 10 years, but do they need to take RMDs in years 1 through 9? I am beyond my RMD age. Larry Answer: Larry, Assuming none of your...
