by Kenny | Aug 23, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Recently, I had a conversation with an advisor who wanted a second opinion. He disagreed with how a 401(k) custodian was handling his client’s required minimum distribution (RMD). To arm himself with facts, the advisor contacted us...
by Kenny | Aug 21, 2021 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 8/20/2021 -Darren Leavitt, CFA US Financial markets fell from their recent all-time highs on fears that economic growth could falter. Traders rotated out of the reflation trade as Covid infection rates increased and the efficacy of...
by Kenny | Aug 21, 2021 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
More people are retiring with less savings than they need to be comfortable. Much less. According to Northwestern Mutual, 21% of Americans have no retirement savings at all. The Government Accountability Office (GAO) says around 29% of households age 55 and older have...
by Kenny | Aug 19, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: Ed, My client recently passed away at the age of 86 and the beneficiaries were his twin grandchildren who are six years old. Does their 10-year clock to withdraw the funds start right away, or can they...
by Kenny | Aug 18, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education It’s back to school time! Any parent will tell you that education can be expensive. You cannot afford to miss out on any possible option out there that may help you save. One savings tool that you might overlook is...
