by fwsadmin | Dec 7, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport At this time of year, financial articles typically cover festive topics with creative holiday metaphors. “Stuff Your Stocking with These Year-End Retirement Tips” or, “Stay Off Santa’s Naughty...
by fwsadmin | Dec 5, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport If you have an IRA, you should know that the funds that are in the account can’t stay there forever. The rules say that you must begin to take required minimum distributions...
by fwsadmin | Dec 4, 2022 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 12/2/2022 -Darren Leavitt, CFA The week started with concerns regarding China’s Zero Covid policy which has led to protests stemming from continued lockdowns. Initial concerns were tempered by reports suggesting China would slowly...
by fwsadmin | Dec 2, 2022 | Uncategorized
Economic downturns are inevitable. Here’s how to protect your retirement nest egg Is the U.S. in a recession? The media was filled with speculation after the Bureau of Economic Analysis (BEA) announced that the nation’s economy had contracted in the first...
by fwsadmin | Dec 1, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: Hi, I have read with interest, Ian Berger’s article titled “IRS Waives 50% Penalty for Missed 2021 and 2022 RMDs within the 10-Year Period.” I am...