by fwsadmin | Dec 21, 2023 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: I have a traditional IRA with a portion being nondeductible contributions. The last nondeductible contribution I made was in 2009. and I have my Form 8606 showing the...
by fwsadmin | Dec 20, 2023 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport The SECURE 2.0 Act contained over 90 sections and included numerous IRA and retirement account changes. Additionally, the legislation incorporated staggered effective dates over multiple years. Here...
by fwsadmin | Dec 20, 2023 | Uncategorized
While inflation has been falling in recent months, seniors remain especially vulnerable to price increases, experts say. Social Security recipients and others on fixed incomes will soon see a slight increase in their monthly benefit checks from the U.S. government....
by fwsadmin | Dec 18, 2023 | IRA Blog
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Thinking of opening up a new solo 401(k) plan for 2023? Thanks to SECURE 2.0, you don’t have to rush to get it done by year end. A solo 401(k) is an excellent retirement savings vehicle for self-employed...
by fwsadmin | Dec 17, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 12/15/2023 -Darren Leavitt, CFA The Bull market continued its rally streak to seven consecutive weeks, something not seen since 2017. Wall Street threw a “pivot party” as the US Federal Reserve’s Open Market Committee meeting ended...