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 22, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 1/20/2023 -Darren Leavitt, CFA Inflation data showed prices easing in the US and Europe while Japanese CPI hit a level not seen since the 1980s. The downtrend in US producer prices, coupled with weaker-than-expected US retail sales...
by Kenny | Jan 20, 2023 | Uncategorized
AARP Financial Security Trends Survey: Wave 2 In January 2022, AARP launched its Financial Security Trends Survey, which is designed to monitor the financial experiences, behaviors, and attitudes of adults age 30-plus. The survey examines perceptions of overall...
by Kenny | Jan 20, 2023 | Uncategorized
AARP Financial Security Trends Survey: Wave 2 In January 2022, AARP launched its Financial Security Trends Survey, which is designed to monitor the financial experiences, behaviors, and attitudes of adults age 30-plus. The survey examines perceptions of overall...
by Kenny | Jan 19, 2023 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Question: Hello Ed, I have a question concerning Secure 2.0 pertaining to transferring “leftover” 529 plan account balances into a Roth IRA, beginning 2024. If I have no income in 2024, can I...