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(817) 841-8150 | Carrollton, TX

Weekly Market Commentary

by | May 31, 2021 | Uncategorized

Weekly Market Commentary – 5/28/2021 -Darren Leavitt, CFA Financial markets moved higher throughout the week as the inflation debate continued on Wall Street. A full economic calendar was headlined by the PCE Price Index, the Federal Reserve’s preferred measure...

HOW THE ONCE-PER-YEAR ROLLOVER RULE IS MISUNDERSTOOD

by | May 26, 2021 | Uncategorized

By Ian Berger, JD IRA Analyst One of the cardinal sins you can commit with an IRA rollover is to run afoul of the IRS “once-per-year” rollover rule. Violating that rule triggers a taxable distribution and the 10% early distribution penalty if you are under age 59 ½....

EXCESS IRA CONTRIBUTIONS – GAMING THE SYSTEM?

by | May 24, 2021 | Uncategorized

By Andy Ives, CFP®, AIF® IRA Analyst An IRA owner can contribute only so much to a Traditional and/or Roth IRA annually. The IRA owner must also have earned income. The contribution limit for 2021 is $6,000, with a catch-up provision of another $1,000 for those age 50...

Weekly Market Commentary

by | May 23, 2021 | Uncategorized

Weekly Market Commentary – 5/21/2021 -Darren Leavitt, CFA The financial markets were in consolidation mode as a volatile risk-off trade in cryptocurrencies exacerbated concerns about inflation and valuations.  A sell-off in commodities curbed investors’...