Monthly
Market Review

529-to-Roth IRA: False Alarm

By Andy Ives, CFP®, AIF® IRA Analyst   When the “check engine” light comes on in a vehicle, most people are rightfully concerned that something is wrong. When a fire alarm blares through a...

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Weekly Market Commentary

-Darren Leavitt, CFA Financial markets advanced this week as a solid start to the fourth-quarter earnings season, and some better-than-feared inflation data gave investors a reason to buy the most...

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By Ian Berger, JD IRA Analyst   One of the more controversial rules in the 2022 SECURE 2.0 Act is the requirement that plan catch-up contributions by certain highly-paid employees be made on a...

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Beneficiary Form Resolutions

We are two weeks into 2025. Have you been following through on your New Year’s resolutions? As our readers already know, for an IRA owner not to follow through on his or her annual check up of...

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Weekly Market Commentary

-Darren Leavitt, CFA US equity markets fell in the first full week of 2025 as investors recalibrated their Federal Reserve monetary policy expectations. Stronger labor data, a robust ISM Services...

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What’s New for 2025

  When the ball dropped in Times Square on New Year’s Eve, a number of new retirement account provisions became effective. We’ve previously written about each of these new rules in The Slott...

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