by fwsadmin | Sep 7, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport This may seem like a rudimentary topic, but it is the basics that are often so confusing. A fundamental understanding of Roth IRA distributions is essential for Roth IRA owners. In a blog post...
by fwsadmin | Sep 2, 2022 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 9/2/2022 -Darren Leavitt, CFA Global financial markets continued to sell off on hawkish rhetoric from the Federal Reserve and on the realization that rates will likely be higher and in place for a longer time horizon. Cleveland Fed...
by fwsadmin | Sep 1, 2022 | IRA Blog
By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: Hi Mr Slott, I read somewhere but couldn’t remember where, if a person needs to withdraw an RMD but doesn’t need the money, can he convert this RMD to a Roth IRA? Thanks in...
by fwsadmin | Aug 31, 2022 | IRA Blog
By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport Questions on how age affects the decision to convert to a Roth IRA are common. What age is too old to convert? There is no easy answer to this question because there is no magic age when conversion...
by fwsadmin | Aug 31, 2022 | Uncategorized
With no spouse and no children, she’s looking elsewhere for backup The Problem Elizabeth Spiegler, 68, a retired office manager in New York City, was thinking ahead. She wrote me wondering who could handle her financial affairs if someday she can’t....