Blog Posts
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...
February Market Review and Outlook
What a difference a month makes! 2018 began with strong gains, only to see much of those gains...
January Market Review and Outlook
2018 is off to a good start, as during the month of January the major indices were setting records...
December Market Review and Outlook
While the year didn’t officially end until December 31st, the markets broke out the party hats...
November Market Review and Outlook
Back in February, the Dow Jones Industrial Average crossed and maintained the psychological 20,000...
October Market Review and Outlook
October has often been a spooky month for the markets. This past month we marked the 30th...
September Market Review and Outlook
September has historically been the worst month for the stock market, but this year was an...
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