by Kenny | Apr 17, 2022 | Uncategorized
Weekly Market Commentary -4/15/2022 -Darren Leavitt, CFA First-quarter earnings season kicked off with mixed results from the financials and positive results from the airlines. The holiday-shortened week found US equities taking one step forward only to subsequently... by Kenny | Apr 15, 2022 | Weekly Newsletter
Making a retirement plan requires more knowledge than you might think. You’ll need to understand how inflation affects your investment account; how much income Social Security provides, and how much you need to subsidize it; and how much you can withdraw from... by Kenny | Apr 14, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Hello, Client (72) has recently inherited a “Beneficiary IRA” account. My question is for next year: Can she use qualified charitable distributions for her beneficiary IRA? Thank you, Kathy Answer: Hi... by Kenny | Apr 13, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst The deadline for filing your 2021 tax return is this Monday, April 18. It is extended through the weekend because IRS offices in Washington DC are closed on Friday, April 15, in observance of the locally recognized Emancipation... 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,...