by Kenny | Mar 17, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hey Ed- Long time reader and listener of yours…and have bought a few copies of your latest book to share with clients! Prior to us being involved, my client made a Backdoor Roth contribution in 2021. He did this despite... by Kenny | Mar 16, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst With many 401(k) (and 403(b) and 457(b) plans) offering multiple participant accounts, your plan statement is probably more complicated than ever. Here’s a brief primer to help you understand what each account represents: Pre-tax deferral... by Kenny | Mar 14, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst I am usually patient with the IRS. I understand the massive workload they have, and there are tax cheats lurking around every corner. The IRS does its best to ensure no loopholes exist for bad actors to circumvent tax laws to avoid... by Kenny | Mar 14, 2022 | Uncategorized
Weekly Market Commentary -3/11/2022 -Darren Leavitt, CFA Investors started the week facing $130 a barrel crude as the US announced an embargo on Russian oil. Europe also announced that they would begin to taper their dependence on Russian energy, albeit a process... by Kenny | Mar 10, 2022 | Weekly Newsletter
What You Need to Know The government is confusing. Stock market gains are high, for now. The Secure Act is turning employer-sponsored retirement plans into income-planning educators. Have you ever experienced the solution to a problem being in plain sight, only to...