By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport SCENARIO: In one calendar year, Jessie completes the following transactions: 1. Takes a partial distribution from her 401(k) and does a 60-day rollover to an IRA. 2. Does a 60-day rollover...
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Here’s a question we get asked often: Say you retire in the year you turn age 73 (or in a later year) and you want to roll over your 401(k) funds to an IRA. Do you have to take a required minimum...
Weekly Market Commentary – 4/26/2024 -Darren Leavitt, CFA US equity markets bounced back last week, with nearly 40% of the S&P 500 companies reporting first-quarter results. The rally was propelled by Microsoft and Google, whose better-than-expected earnings...
The rate increases for Medigap (Medicare Supplement) plans, including Plan N, can vary based on several factors and may differ from one plan to another. However, it’s not accurate to categorically state that Medigap Plan N increases its rates slower than other plans...
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: My brother died in 2020 and made me the beneficiary of an IRA he inherited from my sister who died in 2017. Can I continue to stretch the payments from this...
