by Kenny | Apr 30, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Here’s how the ongoing crisis could wreck your long-term plans — and what you can do to prevent that from happening. COVID-19 has turned the U.S. economy on its head, battering the stock market and forcing millions of workers into unemployment. But while... by Kenny | Apr 30, 2020 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Question: Dear Mr. Slott, I seem to have gotten myself into a jam with my 2020 RMD withdrawal and the CARES Act, as it stands now. Hoping you are able to help, or make a suggestion on how to proceed. In January, over three... by Kenny | Apr 27, 2020 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst 77 and sharp – that’s my dad. A voracious reader. Daily crossword puzzles. Curious. Engaged with the community. But he gets a little loose with technology. Comedic evidence suggests he is blissfully unaware if he is having a... by Kenny | Apr 23, 2020 | IRA BLOG
By Ian Berger, JD IRA Analyst Question: Did the SECURE Act change the rules for designated non-spouse inheritors of a Roth IRA? I believe they used to be able to take distributions based on their life expectancy. Does the 10-year rule also apply to Roth IRAs? Thanks,... by Kenny | Apr 23, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Now that we’ve entered a bear market for the first time since 2009, many pre-retirees are likely asking questions about the impact on their retirement savings. Will the stock market sell-off wipe out years of growth in their 401(k)s? Are there any steps that can be...