By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Ed Slott’s Elite IRA Advisor Group℠ gathered in Indianapolis last week for another successful conference. Over 350 member advisors from across the country spent two intense days of training,...
Weekly Market Commentary – 5/10/2024 -Darren Leavitt, CFA The S&P 500 notched a third consecutive week of gains as the index broke and held above its 50-day moving average. Investors were treated to another dose of first-quarter corporate earnings. Disney,...
Here’s how to get your financial house in order Forget cleaning out the closet, scrubbing the floors and washing the windows. The start of spring is an even better time to get your finances in order. “One thing on many people’s minds is cleaning. But what if you...
A third face month-long delays for appointments, but most are happy with their overall care A survey of beneficiaries enrolled in both original Medicare and Medicare Advantage (MA) plans revealed a common problem: More than a third of those polled had to wait a month...
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: Can a QCD (qualified charitable distribution) be made from a 401(k) plan? Thanks! Answer: No, QCDs can only be made from IRAs and inactive SEP or SIMPLE IRAs. One possible workaround would...
