A CHEAT SHEET FOR IRA BENEFICIARY RMDS
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport It’s been over four years since the SECURE Act upended the rules for beneficiary IRA required minimum distributions (RMDs), and there’s still plenty of confusion about the new rules. The IRS did give...YOUR RMD IS NOT ELIGIBLE FOR ROLLOVER
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport If you are at retirement age, you might be at a high risk for excess contributions due to rollover mistakes. This is because of the rule that says that the required minimum...Weekly Market Commentary
-Darren Leavitt, CFA It was an extremely busy week on Wall Street. First-quarter earnings results were highlighted by Apple and Amazon. Investors encouraged by their results sent higher shares on the back of increased dividends, increased share buyback programs, and...
