by Kenny | Oct 29, 2020 | IRA Blog
By Ian Berger, JD IRA Analyst Question: Our estate planning attorney prepared trust documents a few years ago and he advised us to name the trust as a beneficiary. This was done after discussion with him regarding a situation in case our son(s) divorce their wives. ...
by Kenny | Oct 28, 2020 | IRA Blog
By Ian Berger, JD IRA Analyst The October 19, 2020 Slott Report article, “Don’t Overlook After-Tax Contributions!,” explained how after-tax contributions in company plans work and discussed the dollar limits on them. This article will explain how...
by Kenny | Oct 28, 2020 | Uncategorized
Don’t let the pandemic derail your plans for retirement These days, older workers and retirees are understandably concerned that their retirement plans will be disrupted by the COVID-19 pandemic and the resulting economic downturn. There are concerns that pre-retirees...
by Kenny | Oct 26, 2020 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Trick-or-treating in the time of a pandemic is a challenge. Social distancing while handing out candy requires some creativity. The Slott Report has elected to place a big bowl of random treats in front of our house for the kids to...
by Kenny | Oct 26, 2020 | Weekly Market Commentarfy, Weekly Market Commentary
October 23rd, 2020 -Darren Leavitt, CFA Markets traded sideways for much of the week as investors continued to watch Washington fail to negotiate another tranche of stimulus. 3rd quarter earnings continued to roll-out with results coming in mixed. The familiar...
