IRA BLOG
Market Review & Outlook
Weekly Article
Market Review and Outlook
Weekly Market Commentary
Weekly Market Commentary - 10/15/2021 -Darren Leavitt, CFA US Financial markets rallied across the board on a solid start to the 3rd quarter corporate earnings season. The Consumer Discretionary sector led gains with a 3.6% advance off of much better than expected...
Weekly Market Commentary
Weekly Market Commentary - 10/15/2021 -Darren Leavitt, CFA US Financial markets rallied across the board on a solid start to the 3rd quarter corporate earnings season. The Consumer Discretionary sector led gains with a 3.6% advance off of much better than expected...
Financial Health
What Is Financial Health? Financial health is a term used to describe the state of one's personal monetary affairs. There are many dimensions to financial health, including the amount of savings you have, how much you’re putting away for retirement, and how much of...
A POSSIBLE SOLUTION TO THE “MEGA IRA” RESTRICTIONS
By Ian Berger, JD IRA Analyst The Build Back Better Act of 2021, recently passed by the House Ways and Means Committee, includes a number of retirement plan provisions. They were summarized in the September 22, 2021 Slott Report. Two of those provisions are targeted...
Weekly Market Commentary
Weekly Market Commentary - 10/8/2021 -Darren Leavitt, CFA Markets started the week lower but were able to recover losses and make slight gains by the end of the week. Concerns regarding the debt ceiling, the static state of the infrastructure bill, raw materials...
Why Financial Literacy Is So Important
Few are prepared as financial decision-making grows more complex Many consumers have little understanding of finances, how credit works, and the potential hit to financial well-being that poor financial decisions can create for many, many years. In fact, a lack of...
NONSPOUSE BENEFICIARIES AND 2021 RMDS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD Director of Retirement Education Question: Dear Ed Slott and Company, I am a longtime subscriber, having met and talked with Ed at several industry conferences, going back well over 20 years. Which, with all of Ed’s great work and active...
EARNINGS ARE EARNINGS WITHIN A TRADITIONAL IRA
By Andy Ives, CFP®, AIF® IRA Analyst When it comes to taxes and the 10% early distribution penalty, do not allow the underlying investments within a Traditional IRA to confuse what is applicable. Earnings within an IRA are just earnings. It does not matter if those...
WHAT THE NEW TAX PROPOSALS MEAN FOR ROTH CONVERSIONS
By Sarah Brenner, JD Director of Retirement Education It’s hard to keep up with the news out of Washington these days! We have been getting a ton of questions on how the new tax proposals recently passed by the House Ways and Means Committee would impact Roth...
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