by Kenny | Feb 5, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport We’re getting lots of questions about the SECURE 2.0 change that allows annuitized IRA annuities to be aggregated with non-annuity IRA funds for required minimum distribution (RMD) purposes. This change... by Kenny | Feb 4, 2024 | Uncategorized
-Darren Leavitt, CFA It was a turbulent week on Wall Street as investors assessed the Federal Reserve’s decision on monetary policy while economic data and corporate earnings offered mixed results. Tensions in the Middle East escalated as the US hit Iranian proxy... by Kenny | Feb 1, 2024 | Uncategorized
Question: I have two questions regarding the 15-year requirement that applies to new rules allowing rollovers from 529 plans to Roth IRAs. If you change beneficiaries, will it reset the 15-year clock? Secondly, if you roll your 529 plan into another 529 plan (say... by Kenny | Feb 1, 2024 | Weekly Newsletter
A few reasons to consider buying an annuity include the tax advantages, income for life and customization options for added benefits. The Annuity.org editorial team interviewed annuity buyers and financial experts to understand the best reasons to purchase one and how...