INHERITED IRAS AND QCDS: TODAY’S SLOTT REPORT MAILBAG

Oct 8, 2020

By Ian Berger, JD IRA Analyst Question: Sir, I inherited an IRA from my sister two years ago. She was collecting RMDs at 78. My question involves collecting my sister’s RMD. Does the 10-year withdrawal go into effect now or do I use the table under my age, which is...

AM I ENTITLED TO ERISA CREDITOR PROTECTION?

Oct 7, 2020

By Ian Berger, JD IRA Analyst With the recent economic downturn, you may be more concerned than ever about keeping retirement plan funds safe from creditors. If you participate in a plan covered by the federal Employee Retirement Income Security Act (ERISA), you can...

Weekly Market Commentary

Oct 6, 2020

October 2nd, 2020 -Darren Leavitt, CFA Financial markets rallied last week, putting an end to four straight weeks of losses.  Investor optimism was stoked early in the week on news that the Administration and Democrats were working on a fiscal stimulus compromise. ...

IRAS, LIFE INSURANCE & PIZZA

Oct 5, 2020

By Andy Ives, CFP®, AIF® IRA Analyst Many years ago, my wife and I went to lunch at a pizza joint in a strip mall. The friendly gray-haired host in sensible shoes (whom I pegged for mid-to-late 60’s), tucked two menus under her arm, grabbed a couple sets of silverware...