by fwsadmin | Jan 4, 2023 | IRA Blog
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport In our December 28 and January 2 Slott Report articles, we focused mostly on the provisions of the new SECURE 2.0 law that apply to IRAs. But many of the law’s changes are directed towards workplace...
by fwsadmin | Jan 3, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 12/30/2022 -Darren Leavitt, CFA Financial markets finished the final week of 2022 trading with a whimper. Year-end tax-loss harvesting and asset class rebalancing accounted for much of the volume in light trade. The technical level...
by fwsadmin | Jan 2, 2023 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport The year 2023 has arrived. It is a new year, and we have new rules for retirement accounts thanks to SECURE 2.0 which Congress passed in the waning days of last year. SECURE...
by fwsadmin | Dec 29, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport QUESTION: I have an inherited IRA from my father. He was born 9-27-1927 and died 7-19-2019 at age 91. I was born 12-13-1952 and my age is 70. Two on-line calculators offered by...
by fwsadmin | Dec 28, 2022 | Uncategorized
IRS adjustments may save you some money in 2023 Are expensive gas and groceries busting your budget? The Internal Revenue Service feels your pain. In one of the few silver linings of the highest inflation rates in four decades, the IRS announced inflation-adjusted...