by Kenny | Apr 11, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The SECURE Act was signed into law in late December of 2019. This new law upended the rules for retirement accounts. With it came many questions, and IRS guidance was eagerly anticipated. Finally, on February 23,... by Kenny | Apr 11, 2022 | Uncategorized
Weekly Market Commentary -4/8/2022 -Darren Leavitt, CFA Fed rhetoric sent yields higher across the curve, with longer duration Treasuries taking the brunt of the sell-off. Higher yields pressured growth stocks and favored defensive sectors such as the Utilities,... by Kenny | Apr 7, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: I have a non-spousal inherited IRA account. Once I take out my RMD for the year, am I able to take out excess funds and roll those into a Roth account? Thank you. Answer: Inherited IRA accounts do not follow all the same... by Kenny | Apr 6, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst A bill designed to increase savings in IRAs and company plans has passed the House of Representatives, but it’s not yet law. The bill is officially called the “Securing a Strong Retirement Act of 2022,” but many are calling it “SECURE... by Kenny | Apr 6, 2022 | Weekly Newsletter
Fixed index annuities can help you accumulate money for retirement and provide guaranteed income after you retire. A fixed index annuity may be a good choice if you want the opportunity to earn indexed interest, but don’t want to risk losing money in the market. What...