by Kenny | Jan 14, 2021 | Weekly Newsletter
For many Americans, retirement may look different in 2021 than it has in years past. The severe economic impact of the Covid-19 pandemic could push many people to consider retiring early, with less saved than they may need. Whether or not your retirement plans are... by Kenny | Jan 14, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: I recently retired and I plan to relocate to Tennessee. I would like to purchase a new home. Can I pull funds from my IRA to do so, and what would be the implications? Thank you. Edna Answer: Edna, If you are over 59 ½,... by Kenny | Jan 13, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The SECURE Act made many changes to the rules for beneficiaries who inherit retirement accounts. One of the most significant ones is the end of the stretch IRA for most beneficiaries. However, there are some... by Kenny | Jan 11, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst There’s been some confusion about the retirement plan aspects of the COVID-19 stimulus package signed into law on December 27, 2020. One national news network has reported that the new law extends the CARES Act tax breaks for... by Kenny | Jan 10, 2021 | Uncategorized
Weekly Market Commentary 1/8/2021 -Darren Leavitt, CFA Wow-what a way to start 2021. US equity averages hit another set of all-time highs despite Washington’s political turmoil and a Democratic sweep in the Georgia Senate runoff elections. Economic data...