by Kenny | Jan 17, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Did you take your RMD from your IRA for 2021? Hopefully, the answer is yes because for most IRA owners and beneficiaries the deadline for taking a 2021 RMD was December 31, 2021. There is an exception. If you... by Kenny | Jan 17, 2022 | Uncategorized
Weekly Market Commentary – 1/14/2022 -Darren Leavitt, CFA US Financial markets fell across the board as investors got a full dose of Federal Reserve rhetoric and were underwhelmed by the start of fourth-quarter earnings. The S&P 500 was also unable to bounce... by Kenny | Jan 13, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi, I turn 72 this year and have to take my first required minimum distribution (RMD). I am also in the process of converting most of my IRA into a Roth IRA. I know I have to take my RMD first before the conversion. Since... by Kenny | Jan 12, 2022 | Weekly Newsletter
The end of the year provides a good opportunity for reflection. The past 12 months brought plenty of opportunities to make financial strides — and plenty of potholes and challenges. A lot of Americans struggled with money issues, but others flourished. Whether your... by Kenny | Jan 12, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst As we move into 2022, small business owners may be wondering whether they still have time to establish a new retirement plan for 2021. The short answer is: “It depends.” There are several retirement plan options especially designed for...