by Kenny | Jan 3, 2020 | Uncategorized
Sarah Brenner IRA Analyst Question: With the SECURE Act, can a person who is older than 70 ½ fund a 2019 Traditional IRA? The SECURE Act goes live on 1/1/2020, and an IRA can be funded up to 4/15/2020 for the previous year. Any reason they cannot? Answer:... by Kenny | Jan 2, 2020 | Weekly Newsletter
The new Setting Every Community Up For Retirement Enhancement (SECURE) Act, just signed by President Trump, is the broadest piece of retirement legislation passed in 13 years. Ultimately, the law focuses on retirement planning in three key areas: 1) modifying required... by Kenny | Jan 1, 2020 | Uncategorized
December 2019 Market Review -Darren Leavitt, CFA US equity markets continued their ascent in December in what was an impressive showing for the markets in 2019. Trade policy negotiation between the US and China continued throughout the month with an initial agreement...