by Kenny | Jun 2, 2022 | Weekly Newsletter
How to get control of what you owe For Gail and Tony Dean, the crisis came as they approached 50. Living in South Florida, they decided to move north, near Orlando, where they bought land and began to build their dream home. Then the debts piled up. The couple — she... by Kenny | Jun 2, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: As we did 2 years ago, will we be able to skip taking a 2022 required minimum distribution (RMD) without penalties? Answer: Sorry, but RMDs are in full effect for 2022. The CARES Act waived RMDs in 2020, but that was a... by Kenny | Jun 1, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Usually, rollovers involving 401(k) accounts and IRAs involve moving dollars from a plan to an IRA. But sometimes it makes sense to instead do a “reverse rollover” – from an IRA to a 401(k). Let’s get some bad news out of the way:... by Kenny | May 30, 2022 | Uncategorized
Weekly Market Commentary -5/27/2022 -Darren Leavitt, CFA Happy Memorial Day, and thank you to all that have served our great country. Global financial markets rallied as buy the dip investors finally showed up on Wall Street. US Markets were especially strong after... by Kenny | May 26, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: I am 79 and make SEP-IRA withdrawals annually as required. I also have several regular (non-IRA) accounts. One fund I own throws off tremendous taxable capital gains every year. Is there any way I can...