by Kenny | Apr 4, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst The new SECURE Act regulations, released in late February, created a firestorm of confusion and complexity. We have addressed concerns in recent Slott Report articles and will continue to do so as issues arise. However, as of now,... by Kenny | Apr 4, 2022 | Uncategorized
Weekly Market Commentary -4/1/2022 -Darren Leavitt, CFA Financial markets started the week with a strong rally on the back of what appeared to be constructive negotiations between Russia and Ukraine. However, progress was refuted as the week moved forward, and... by Kenny | Apr 1, 2022 | Uncategorized
Monthly Market Commentary – March ’22 -Darren Leavitt, CFA In March, global financial markets continued to be volatile, focused on the Russian/Ukraine war and inflation rates not seen in decades. Countries worldwide condemned Russia’s invasion of Ukraine... by Kenny | Mar 31, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Hi, I have a client that needs funds for a short period of time, so he plans to use the 60-day rollover rule to borrow money from his IRA and return it within 60 days. He has a Traditional IRA and a Roth IRA. He is under the... by Kenny | Mar 31, 2022 | Weekly Newsletter
Purchasing life insurance is a big deal. If you want to be sure your family is covered if something happens to you, choosing the right policy is imperative. Whether you’re looking for the average policy cost or more in-depth knowledge, such as the largest life...