by fwsadmin | Oct 5, 2023 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: On September 6th in a piece titled, “Rules for Inherited IRAs that May Surprise Nonspouse Beneficiaries,” Sarah Brenner from Ed Slott and Company wrote, “If you inherited the IRA funds in...
by fwsadmin | Oct 4, 2023 | IRA Blog
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Earlier in my career, I worked for a company that sponsored a defined benefit (DB) pension plan. Up to now, I’ve chosen to defer payments from the plan. A few weeks ago, I received an official-looking...
by fwsadmin | Oct 2, 2023 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport SECURE 2.0 expands qualified charitable distributions (QCDs) by allowing a one-time only QCD of up to $50,000 to a split-interest entity. As a result of this new rule, there is now a...
by fwsadmin | Oct 1, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 9/29/2023 -Darren Leavitt, CFA Markets finished a difficult month of September with mixed results. The prospect of a government shutdown, along with no real progress in the UAW negotiations and a recalibration of interest rate...
by fwsadmin | Sep 29, 2023 | Uncategorized
Take inventory of your assets and your strategy, or you could regret it later Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but...