by Kenny | Jan 31, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst The “Martin Scenario”: Martin, age 40, has never done an IRA rollover before. He took a distribution from his traditional IRA in December 2021 for $10,000 and deposited it into his checking account. Martin took another distribution...
by Kenny | Jan 31, 2022 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 1/28/2022 -Darren Leavitt, CFA A hectic week on Wall Street featured the Federal Open Market Committee meeting statement, more fourth-quarter corporate earnings reports, and increased geopolitical tensions with Russia. The Federal...
by Kenny | Jan 28, 2022 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Social Security survivors benefits are paid to widows, widowers, and dependents of eligible workers. This benefit is particularly important for young families with children. This page provides detailed information about survivors benefits and can help you understand...
by Kenny | Jan 27, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst Question: My question relates to an IRA withdrawal that is then deposited as a Roth conversion. Will this withdrawal count as a once-per-year IRA rollover? Thanks in advance for your wonderful advice. Regards, Peter Answer: Hi Peter,...
by Kenny | Jan 26, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The rollover rules can be especially challenging at the end of the calendar year. If you took a distribution from your IRA at end of 2021 and are considering a rollover in 2022, here is what you need to know....
