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Weekly Market Commentary

Aug 4, 2024

-Darren Leavitt, CFA Last week, markets took a significant step back on weaker-than-expected labor data that challenged the idea of an economic soft landing. Mega Cap technology earnings continued to show massive cap-ex spend on AI; however, enthusiasm about...

INHERITED IRAS AND NET UNREALIZED APPRECIATION: TODAY’S SLOTT REPORT MAILBAG

Aug 1, 2024

QUESTION: I inherited both a traditional and a Roth IRA from my significant other (non-spouse) who passed away in 2021. He had started taking required minimum distributions (RMDs). I am less than 10 years younger than he was. Question is: do I or do I not have...

NEW RMD REGS HAVE A SURPRISING RESULT FOR MINOR CHILD BENEFICIARIES

Jul 31, 2024

By Sarah Brenner, JD Director of Retirement Education In newly released final required minimum distribution (RMD) regulations, the IRS is doubling down on its position that annual RMDs are required for some beneficiaries during the SECURE Act’s 10-year payout period....

Rethinking Your “Bucket List” In Retirement

Jul 31, 2024

As folks approach retirement, they often start mentioning their “bucket list” more frequently. The bucket list is generally an itemized agenda of experiences or achievements that a person hopes to accomplish during their lifetime before they “kick the bucket” or die....

PART 2: INHERITED ROTH IRA BY SPOUSE BENEFICIARY – 5-YEAR CLOCK ISSUES?

Jul 30, 2024

By Andy Ives, CFP®, AIF® IRA Analyst In Part 1 (July 17), I discussed 5-year clock issues when a non-spouse beneficiary inherits a Roth IRA. In Part 2, I will hit on the important concepts and options available when a spouse inherits a Roth IRA. Keep as...

Weekly Market Commentary

INHERITED IRAS AND NET UNREALIZED APPRECIATION: TODAY’S SLOTT REPORT MAILBAG

NEW RMD REGS HAVE A SURPRISING RESULT FOR MINOR CHILD BENEFICIARIES

PART 2: INHERITED ROTH IRA BY SPOUSE BENEFICIARY – 5-YEAR CLOCK ISSUES?

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