by Kenny | Feb 22, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: Hi Can we contribute backdoor Roth IRA money to my husband’s Roth IRA since I have existing traditional IRA accounts, but my husband has none? Thank you very much for...
by Kenny | Feb 21, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport The tax season is upon us. This is the time when many individuals fund their IRAs by contributing for the prior year. Contributing to an IRA may seem pretty straightforward, and in...
by Kenny | Feb 19, 2024 | Uncategorized
Weekly Market Commentary – 2/16/2024 -Darren Leavitt, CFA Wall Street took a breather last week as hotter-than-expected inflation data forced investors to recalibrate their expectations for rate cuts from the Federal Reserve. Mega-cap issues that have been...
by Kenny | Feb 19, 2024 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Last week in La Jolla, California, the Ed Slott team hosted another incredibly successful 2-day advisor training program. Nearly 200 financial professionals from across the country chose to join us...
by Kenny | Feb 15, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: I was given your information by a financial advisor who follows your articles. I have a unique situation with a client who is a high earner with several old 401(k) accounts. My idea was to have...
