by Craig Moser on July 24, 2020
In January of this year, market values were up and everything was great. However, if you look again in March, values aren’t so great. There are years that make us happy and then there are years with a huge amount […]
Continue Readingby Craig Moser on June 26, 2020
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport The King of the Land wanted to send 100,000 of his greatest warriors off to battle. However, he was told that 20,000 of the warriors needed to remain behind […]
Continue Readingby Craig Moser on April 17, 2020
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport The recently-enacted “Coronavirus Aid, Relief, and Economic Security Act,” or CARES Act, includes special tax relief for IRA and company plan withdrawals made in 2020 and for company plan loans. […]
Continue Readingby Craig Moser on April 3, 2020
By Sarah Brenner, JD IRA Analyst Roth IRAs first arrived over twenty years ago. A lot has changed since 1998. That was the year that Google was founded and an electronic pet called a Furby was one of the most […]
Continue Readingby Craig Moser on March 20, 2020
It’s probably safe to say most investors are very aware of the recent downturn in financial markets. In addition, you probably want to understand the ramifications of coronavirus to your portfolio. To be perfectly honest, I’d love to give you […]
Continue Readingby Craig Moser on March 6, 2020
There’s nothing like a virus to remind us that we are all connected. That’s why coronavirus affected the global economy. An Example To show what I mean, look at your phone for a moment. In a sense, you’re holding a […]
Continue Readingby Craig Moser on February 21, 2020
The Monte Carlo simulation models the probability of different outcomes with random variables. It helps determine the impact of risk and uncertainty when forecasting. When using any Monte Carlo simulation (online or otherwise) you must also understand assumptions made by […]
Continue Readingby Craig Moser on February 7, 2020
Roth IRAs and Roth 401(k) plans are incredibly popular, and why wouldn’t they be? Both offer tax-free earnings and allow the account owner to pass tax-free dollars to their beneficiaries. However, despite the ubiquity of Roth accounts, there are some […]
Continue Readingby Craig Moser on January 3, 2020
Naming your IRA beneficiary requires serious consideration. Completing the IRA beneficiary designation form is part of your overall estate planning. Because the outcomes vary depending on your choice, you should understand the options. Your Spouse For many, naming your spouse […]
Continue Readingby Craig Moser on November 22, 2019
Transfer on death (TOD) registration allows you to pass the securities you own directly to another person or entity (your “TOD beneficiary”) upon your death without having to go through probate. By setting up your account or having your securities […]
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