by fwsadmin | May 14, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 5/12/2023 -Darren Leavitt, CFA US equity and fixed-income markets continued to trade in a tight range. 4100 proved to be support for the S&P 500, while the US 10-year note yield oscillated around 3.46%. Cyclical issues were under...
by fwsadmin | May 12, 2023 | Uncategorized
Fixed indexed annuities (FIAs) have grown in popularity over the years, primarily due to their unique combination of safety, growth potential, and guaranteed income streams. In this people-first guide, we’ll explore the benefits of fixed-indexed annuities, how they...
by fwsadmin | May 11, 2023 | IRA Blog
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Hello, Are you required to take out RMDs (required minimum distributions) on an inherited Roth IRA? The original owner was 82 when he passed away. The funds were left to his nephew, so I...
by fwsadmin | May 10, 2023 | IRA Blog
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport One of the more controversial provisions of the new SECURE 2.0 law concerns 401(k) catch-up contributions. Most 401(k) plans – as well as 403(b) and governmental 457(b) plans – permit employees...
by fwsadmin | May 8, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 5/5/2023 -Darren Leavitt, CFA Investors were treated with an extremely busy start to May. Central bank decisions on monetary policies and more first-quarter earnings were front and center, while there was a full slate of economic data...