by Kenny | Mar 22, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst When it comes to contributing directly to a Roth IRA, an individual must have modified adjusted gross income below a certain level. This income level cutoff is not a “cliff,” meaning if you go one dollar over the level, you do...
by Kenny | Mar 20, 2021 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 3/19/2021 -Darren Leavitt, CFA It was a hectic week on Wall Street that saw the major US equity indices fall as interest rates continued to rise. All eyes were on the Federal Reserve’s two-day FOMC meeting that concluded on...
by Kenny | Mar 18, 2021 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
See how the benefits of a fixed index annuity work together to keep retirement income planning on track. We look at six top fixed index annuity benefits: principal protection, tax deferral, growth opportunities, liquidity, guaranteed income and beneficiary payments....
by Kenny | Mar 18, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi, I found you by searching to find out if we can offer two SIMPLE IRA options for our employees. I don’t know if that is something permitted. The idea is to have a cryptocurrency option set up as a SIMPLE in...
by Kenny | Mar 17, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The CARES Act waived required minimum distributions (RMDs) for 2020, but they are back for 2021. The return of RMDs for this year has raised questions about how these distributions should be calculated. Here is...