by Kenny | Oct 20, 2022 | Uncategorized
Your needs are unique if you are divorced, widowed or never married Ah, the single life. You can do as you like. There’s no need to deal with a spouse who has opposing views, a different vision of retirement. A spouse who spends too little or too much, or has...
by Kenny | Oct 17, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport SECURE Act regulations shoved the required beginning date (RBD) to the front of the stage. No longer can the RBD hide from the bright lights. What was once somewhat of a minor date in people’s...
by Kenny | Oct 16, 2022 | Uncategorized
Weekly Market Commentary – 10/14/2022 -Darren Leavitt, CFA Capital markets continued to be extremely volatile. All eyes were on the US Consumer Price Index (CPI) print on Thursday, which showed no signs of inflation moderating. The headline number increased by...
by Kenny | Oct 13, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Hello, I inherited an IRA from my brother who passed away on January 6, 2022. His DOB was 12/31/1952. He had just turned age 69. I am 75 years old. My DOB is 6/26/1947. I understand the...
by Kenny | Oct 13, 2022 | Uncategorized
Older adults are concerned about the impact of inflation on Social Security retirement benefits. Americans have real concerns about being able to make ends meet with Social Security retirement income, even as many admit they have not done much financial planning for...
by Kenny | Oct 12, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport If you are a victim of Hurricane Ian, you may be eligible for some relief when it comes to your retirement accounts. The IRS has postponed certain tax deadlines for individuals...
