by fwsadmin | Sep 11, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
-Darren Leavitt, CFA The holiday-shortened week ended with losses for both US equities and Treasuries. Apple shares tumbled on the news that the Chinese government would ban the use of the iPhone at government agencies at all levels of government. The news comes in...
by fwsadmin | Sep 8, 2023 | Uncategorized
And 7 ways to make things easier for yours Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die? Planning for death-related events isn’t fun, so you may be procrastinating. Or you may be...
by fwsadmin | Sep 7, 2023 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: My name is Bruce. I am 65 years old, and I have a question about the SECURE Act. My mother died at age 89 on April 19, 2023, and I inherited her IRA. She had been receiving...
by fwsadmin | Sep 6, 2023 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Many IRA assets will ultimately go to nonspouse beneficiaries. When these beneficiaries inherit the funds, special rules kick in. Inherited IRAs are not like your own personal IRA...
by fwsadmin | Aug 30, 2023 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport The lunacy of IRA beneficiary payout rules continues to boggle the mind. As I guide advisors through the options available to their clients, various nuances present one unique scenario after...