by Kenny | Mar 22, 2018 | IRA BLOG
Question: Dear Sir, Greetings and wish you well. I heard about your helpfulness and appreciate if you can kindly advise me the following: We (mother and daughter) have an S corp and set up solo 401(k)s. I made an error in profit contribution. Unfortunately, I... by Kenny | Mar 21, 2018 | IRA BLOG
Spousal IRAs are designed to allow a working spouse to make IRA contributions for a spouse who does not have enough earned income to make their own IRA contributions. There are some key requirements that must be met: The spouses must be legally married and file a... by Kenny | Mar 15, 2018 | Weekly Newsletter
As we celebrate women’s social, economic, cultural, and political achievements this International Women’s Day, the Indexed Annuity Leadership Council (IALC) wants to raise awareness that when it comes to savings, the gender savings gap is still huge. This post,... by Kenny | Mar 15, 2018 | IRA BLOG
Question: Dear Mr. Slott, I found your excellent article in Financial Planning concerning excess IRA contributions discovered after the filing deadline. I was hoping you could clarify one point: Your article states that the IRS does not require the withdrawal of the... by Kenny | Mar 8, 2018 | Weekly Newsletter
You may or may not be doing better than average, but you’re almost certainly doing better than your parents. Today’s elderly are healthier, better educated and live longer than any previous generation, according to a report from the Federal Interagency Forum on...