by fwsadmin | Jul 19, 2023 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport We say in our training manuals that “the SECURE Act obliterates IRA trust planning.” That’s an aggressive word – “obliterates” – but it is accurate. We also shout from the mountain top that...
by fwsadmin | Jul 17, 2023 | IRA Blog
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport If you’re an IRA beneficiary subject to the 10-year payout period and would have had a 2023 RMD (required minimum distribution), you’re in luck. In Notice 2023-54 issued last Friday (July 14),...
by fwsadmin | Jul 16, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 7/14/2023 -Darren Leavitt, CFA US markets rallied on the notion that the economy may be able to execute a soft landing as inflation wanes and employment continues to hold up. Inflation data reported during the week showed moderating...
by fwsadmin | Jul 13, 2023 | Uncategorized
Are you prepared for retirement? With longer life expectancy, rising healthcare costs, and the possibility of Social Security insolvency the pressure to prepare is mounting. To help you navigate the process, here’s an overview of the key factors you should consider...
by fwsadmin | Jul 13, 2023 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport QUESTION: Dear Mr. Slott, I have a client who, during 2022, was separated from employment, turned 55, and took a distribution from his former employer’s 401(k) account. We properly used...