by Kenny | Jan 2, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
The new Setting Every Community Up For Retirement Enhancement (SECURE) Act, just signed by President Trump, is the broadest piece of retirement legislation passed in 13 years. Ultimately, the law focuses on retirement planning in three key areas: 1) modifying required... by Kenny | Jan 1, 2020 | Market review and Outlook
December 2019 Market Review -Darren Leavitt, CFA US equity markets continued their ascent in December in what was an impressive showing for the markets in 2019. Trade policy negotiation between the US and China continued throughout the month with an initial agreement... by Kenny | Dec 30, 2019 | IRA BLOG
Ian Berger, JD IRA Analyst The clock is winding down to the ball-dropping in Times Square that will usher in a new year – and a new decade. The Ed Slott and Company team wishes to thank you for supporting The Slott Report and responding to our articles with such... by Kenny | Dec 26, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi Ed, Hope all is well. I have a client that received the HEART benefit as her spouse passed away a few years ago. We immediately moved those dollars into a Roth for her. My question is, as we are doing some year-end... by Kenny | Dec 26, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Retirement isn’t what it used to be. Today, not only are people working, traveling and living dynamic lives well past the previous generation’s retirement age of 65, but saving for retirement requires a different mindset than your parents may have had. “In the past,...