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ROTH CONVERSIONS AND SIMPLE IRA RMDS: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Question: One of our clients wants to cash out his IRA and then roll it into a Roth IRA within 60 days. Can this be done directly, or does it have to be rolled back into an IRA first and then converted? Thanks, Samuel Answer: Hi Samuel, A...
August 2018 Market Review and Outlook
The US equity markets closed the month of August with gains despite apprehension concerning trade...
July 2018 Market Review and Outlook
The US stock markets rose during the month of July as mostly strong corporate earnings trumped...
June 2018 Market Review and Outlook
The US stock markets gyrated between gains and losses during the month of June, as investors...
May 2018 Market Review and Outlook
The US stock markets had a roller-coaster ride during the month of May, as the month began with a...
April Market Review and Outlook
All of the major US stock indices had positive returns for the month of April, as strong earnings...
March Market Review and Outlook
During the first quarter, investors wavered from euphoria to despair, as record market gains in...
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