by Kenny | Jan 2, 2019 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst When it comes to tax law and retirement planning, there are two things I like to talk about at the beginning of a new year: (1) some of most important rulings issued and laws passed in the prior year; and (2) the steps you can... by Kenny | Jan 1, 2019 | Market review and Outlook
January 2019 Market Review and Outlook -Murray Titterington, CFP, CIMA It’s déjà vu all over again. 2019 is off to a good start, just like January of 2018. Stocks climbed during the first month of the year, with the S&P 500 rising the most in January since 1987,... by Kenny | Dec 27, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Patrick J. Skerrett Former Executive Editor, Harvard Health For many people, retirement is a key reward for decades of daily work—a time to relax, explore, and have fun unburdened by the daily grind. For others, though, retirement is a frustrating period marked by... by Kenny | Dec 27, 2018 | IRA BLOG
By Beverly DeVeny IRA Analyst Question: I am 64 and opened my only Roth IRA over 5 yrs ago. I originally contributed $32.5K ($6.5K for 5 yrs) to this Roth IRA but now find it at $22.5K in value. Can I close this account and take a $10K capital loss? Kaptain Kurt... by Kenny | Dec 24, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Happy holidays from Slott Report! We would like to wish all of our readers and their families a joyous holiday season and a Happy New Year! Thank you for taking your valuable time to read the Slott Report in 2018. Throughout the year...