by Kenny | Dec 6, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education In volatile times like these, when inflation is looming, retirement savers may look to invest their IRAs in gold. Advertisements on the internet and cable tv make it look easy, but that is not the full story. The... by Kenny | Dec 6, 2021 | Uncategorized
Weekly Market Commentary – 12/3/2021 -Darren Leavitt, CFA Markets continued to be volatile in the first week of December. Fed Chairman Jerome Powell and Treasury Secretary Janet Yellen struck a more hawkish tone during their semiannual testimony in front of... by Kenny | Dec 2, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Good afternoon, Mr. Slott. I am trying to complete my taxes for last year, and the tax agent is stating that, because I had two 401(k) rollovers (each from a different employer), that I would be charged a penalty for one... by Kenny | Dec 2, 2021 | Weekly Newsletter
Different phases call for different strategies If you’re physically healthy and financially prepared, your retirement could last for decades. During that time, it may go through several distinct phases, with changing levels of income and expenses that require... by Kenny | Dec 1, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Many sections of the tax code are confusing, but section 457(b) is one of the major offenders. Within that section are the rules for two different types of company retirement plans — governmental plans, and “top hat” plans for...