by fwsadmin | Apr 27, 2023 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Greetings, There seems to be a lot of conflicting information on Inherited Roth IRAs, for which I was hoping to get a definitive answer from the experts. My...
by fwsadmin | Apr 27, 2023 | Uncategorized
Average life expectancy has risen by 16 years since the national retirement age was set at 65. We asked health experts when they think people should stop working now. In 1881, the conservative German Chancellor Otto von Bismarck, plagued by a rise in socialist...
by fwsadmin | Apr 26, 2023 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education If you recently converted your traditional IRA to a Roth IRA and you under 59 ½, you will want to know about the five-year rule for penalty-free distributions of converted funds from your Roth IRA. Many people are...
by fwsadmin | Apr 24, 2023 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport In my April 12 Slott Report entry (“5 Reasons to Open a Roth IRA Immediately!”), I included a handful of points as to why it was imperative to open a Roth IRA, especially before the tax filing...
by fwsadmin | Apr 24, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 4/21/2023 -Darren Leavitt, CFA US equities traded sideways throughout the week as investors contemplated Q1 earnings reports, more Fed rhetoric, and weakening economic data. International markets were also off for the week, with...