7 Key Factors That Could Affect How Long You’re Retired

7 Key Factors That Could Affect How Long You’re Retired

Planning for retirement is hard for many reasons, including the challenge of answering one key question: Just how long will I be retired? Knowing how much time you’ll have to enjoy your golden years is paramount to budgeting; after all, you can’t determine how much...
2024’s Big Savings and Retirement Rule Changes

2024’s Big Savings and Retirement Rule Changes

At the end of 2022, the SECURE Act 2.0, short for Setting Every Community Up for Retirement Enhancement, became law. It expands earlier legislation, changing many aspects of the savings and retirement landscape for Americans. The rule changes make various accounts...

OCTOBER 16: DEADLINE FOR CORRECTING 2022 IRA CONTRIBUTIONS

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Maybe you made a Roth IRA contribution for 2022 and then discovered your income was too high. Maybe you contributed to a traditional IRA but later discovered that the contribution...

Weekly Market Commentary

Weekly Market Commentary – 8/26/2022 -Darren Leavitt, CFA Global financial markets were focused for most of the week on economic rhetoric from the annual Jackson Hole Economic Symposium hosted by the Kansas City Federal Reserve.  Throughout the second half of...

Weekly Market Commentary

Weekly Market Commentary – 8/19/2022 -Darren Leavitt, CFA US equities and bonds ended the week lower in an erratic fashion. Technically, the S&P 500 failed to surpass it’s 200- day moving average, which gave reason for investors to take profits. The...

Weekly Market Commentary

Weekly Market Commentary – 8/12/2022 -Darren Leavitt, CFA Weaker than anticipated inflation data released in the second half of the week bolstered the peak inflation narrative and catalyzed the S&P 500 to the fourth week of gains. Of note, on a technical...