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Weekly Market Commentary

Aug 26, 2024

-Darren Leavitt, CFA US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic Symposium. In fact, the bulk of the gains were made on Friday after Fed Chairman Jerome Powell...

Weekly Market Commentary

Aug 26, 2024

US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic Symposium. In fact, the bulk of the gains were made on Friday after Fed Chairman Jerome Powell solidified the prospect of a...

Roth IRAs and Successor Beneficiaries: Today’s Slott Report Mailbag

Aug 22, 2024

By Andy Ives, CFP®, AIF® IRA Analyst   QUESTION: I have been getting emails from a few sites pitching their subscriptions. They claim that Roth IRAs will all be taxable in the future. They say there are things you can do to avoid these taxes, but to find out what...

The Roth IRA Advantage Under the Final RMD Rules

Aug 21, 2024

Sarah Brenner, JD Director of Retirement Education In 2020, the SECURE Act completely changed the game for nonspouse IRA beneficiaries. Now, most are subject to the 10-year payout rule. Recently released final RMD rules keep the controversial proposed rule that...

Year-of-Death RMD – Deadline Extended!

Aug 19, 2024

By Andy Ives, CFP®, AIF® IRA Analyst When a person reaches the required beginning date (RBD) – generally April 1 of the year after the year the person turns age 73 – required minimum distributions (RMDs) must officially start on traditional IRAs. But what if an IRA...