by fwsadmin | Sep 13, 2023 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport If ever I was traveling from Los Angeles to Atlanta, I would choose a direct flight with no layovers. I want the most efficient route to my destination. Point A to Point B. Take off, land. Assuming...
by fwsadmin | Sep 11, 2023 | IRA Blog
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport The August 28, 2023 Slott Report summarized IRS Notice 2023-62, where the IRS delayed the effective date of the SECURE 2.0 rule requiring catch-up contributions by higher-paid older employees to be made on...
by fwsadmin | Sep 11, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
-Darren Leavitt, CFA The holiday-shortened week ended with losses for both US equities and Treasuries. Apple shares tumbled on the news that the Chinese government would ban the use of the iPhone at government agencies at all levels of government. The news comes in...
by fwsadmin | Sep 8, 2023 | Uncategorized
And 7 ways to make things easier for yours Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die? Planning for death-related events isn’t fun, so you may be procrastinating. Or you may be...
by fwsadmin | Sep 7, 2023 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: My name is Bruce. I am 65 years old, and I have a question about the SECURE Act. My mother died at age 89 on April 19, 2023, and I inherited her IRA. She had been receiving...