by fwsadmin | Mar 13, 2023 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport People on TikTok create investment advice videos? And I’m supposed to trust whatever this talking head is telling me? No chance. Of course, the person on TikTok could hold a number of higher...
by fwsadmin | Mar 12, 2023 | Uncategorized
Are emotional health and personal fulfillment part of your retirement portfolio? Retiring successfully requires careful planning to ensure financial and physical health, but what about other important aspects of retirement, such as emotional health and personal...
by fwsadmin | Mar 12, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 3/10/2023 -Darren Leavitt, CFA Wall Street endured a difficult week with volatile fluctuations in equity and fixed-income markets. Fed President J Powell’s testimony in front of congress kicked off the market’s chaotic week when he...
by fwsadmin | Mar 9, 2023 | IRA Blog
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Hello, I have an inherited IRA which falls under the 10-year rule. I understand that the IRS has tried to clear up the 10-year RMD (required minimum distribution) confusion but I am still...
by fwsadmin | Mar 8, 2023 | IRA Blog
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Considering that it made 92 new IRA and retirement plan changes and is 357 pages long, it’s not surprising that the new SECURE 2.0 law has several unintended drafting errors and lots of unresolved...