by Kenny | Sep 12, 2022 | Uncategorized
Weekly Market Commentary – 9/9/2022 -Darren Leavitt, CFA The holiday-shortened week felt like anything of the sort. Wall Street is back from summer break, and market action kicked right into high gear. After three straight weeks of losses that saw the S&P...
by Kenny | Sep 12, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport A recent federal court case from West Virginia illustrates that the spouse of a 401(k) participant usually has no right to prevent the plan from paying the participant a lump sum distribution....
by Kenny | Sep 9, 2022 | Uncategorized
Coronavirus scams keep coming as fraudsters follow the headlines The COVID-19 pandemic continues to fuel a parallel outbreak of coronavirus scams, many targeting older Americans. As of mid-June, the Federal Trade Commission (FTC) had logged nearly 754,000 consumer...
by Kenny | Sep 8, 2022 | Uncategorized
By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: By law I must withdraw a certain percentage from my retirement accounts to meet the required RMD. And I will have to pay income taxes on that amount. The percentage amount I must withdraw...
by Kenny | Sep 7, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport This may seem like a rudimentary topic, but it is the basics that are often so confusing. A fundamental understanding of Roth IRA distributions is essential for Roth IRA owners. In a blog post...
by Kenny | Sep 2, 2022 | Uncategorized
Weekly Market Commentary – 9/2/2022 -Darren Leavitt, CFA Global financial markets continued to sell off on hawkish rhetoric from the Federal Reserve and on the realization that rates will likely be higher and in place for a longer time horizon. Cleveland Fed...
