by Kenny | May 10, 2026 | Uncategorized
Global markets hit record highs as Q1 earnings continued to exceed expectations. Despite continued tensions in the Middle East and the Strait of Hormuz effectively closed, investors bought mega-cap technology issues alongside Semiconductor companies. AMD posted... by Kenny | May 8, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: My spouse and I have a combined six-figure required minimum distribution (RMD) from my two IRAs and her smaller IRA. Our CPA suggested that for 2026 we only withdraw 50% of her smaller RMD, and that I...
by Kenny | May 6, 2026 | Weekly Newsletter
When people hear the words “retirement planning,” many immediately picture someone in their 60s preparing to leave the workforce. The reality is very different. The most successful retirement strategies often begin decades before retirement is even on the horizon.... by Kenny | May 6, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The once-per-year IRA rollover rule sounds easy. However, there are many ways to go wrong. One common confusion with this rule occurs when there are multiple distributions or multiple deposits. These two... by Kenny | May 4, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Qualified charitable distributions (QCDs) and required minimum distributions (RMDs) are two separate and distinct transactions. Here are some of the basics of each: QCDs are only available to IRA owners and beneficiaries age...
