by Kenny | Jan 30, 2023 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport A ton of questions on this topic have come across our desks, and we have seen swirling, hypnotizing spirals in the eyes of many an advisor. I can only imagine what the general public is...
by Kenny | Jan 27, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
In most cases, if you have no dependents and have enough money to pay your final expenses, you don’t need any life insurance. If you want to create an inheritance or make a charitable contribution, buy enough life insurance to achieve those goals. If you have... by Kenny | Jan 26, 2023 | IRA BLOG
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Question: If a person turned 72 in 2022, and died before starting her traditional IRA RMDs (required minimum distributions), must her three children take an RMD (based on their ages) in 2022 and for... by Kenny | Jan 26, 2023 | IRA BLOG
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport The SECURE 2.0 Act, enacted into law on December 29, 2022, makes over 90 changes to the IRA and employer plan tax rules. If that isn’t enough, many of these provisions aren’t immediately effective and... by Kenny | Jan 26, 2023 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport SECURE 2.0 is now the law of the land and one thing is very clear. Roth-O-Mania is here! In their quest for more revenue, Congress has created more options to save with Roth accounts. These...
