By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Maybe you made a Roth IRA contribution for 2022 and then discovered your income was too high. Maybe you contributed to a traditional IRA but later discovered that the contribution...
Weekly Market Commentary – 6/24/2022 -Darren Leavitt, CFA In a holiday-shortened week, financial markets bounced out of extreme oversold conditions. Mega-cap growth stocks outperformed value issues, mid-caps, and small caps. The Fed Chairman was on the hill in...
-Darren Leavitt, CFA Markets continued to rally, but the advance came on quiet trading volume. Robust economic data coupled with a solid economic outlook from JP Morgan’s CEO Jamie Diamond catalyzed buying. First-quarter earnings start in earnest in the coming week,...
Weekly Market Commentary 2/5/2021 -Darren Leavitt, CFA Markets rebounded strongly in the first week of February. Fourth-quarter earnings continued to beat expectations, vaccines continued to go into arms, and economic data continued to be mixed, which fostered more...
Millions of Americans have been directly affected by the coronavirus pandemic, from both a health and financial perspective. With thousands of businesses shuttering to slow the spread of the virus, approximately 10 million workers have filed for unemployment benefits...
I believe you can grill all year round, whatever the weather. Though going by many of the complaints I see in Facebook groups about rain preventing play, it’s evident not everybody agrees. So in this article, I’m going to give you some guidance on how to master the...
By Sarah Brenner, JD IRA Analyst The SECURE Act has upended the rules for inherited IRAs. One area the new law completely changes is the rules for successor beneficiaries. Here is what you need to know: Who are successor beneficiaries? The successor beneficiary is the...
Ensure you have the financial security to be in control of your retirement. Before determining if an FIA is right for your portfolio, make sure you understand the specific product features and if the benefits ladder into your goals. If you… have a retirement plan in...
