by Kenny | Dec 17, 2021 | Uncategorized
-Darren Leavitt, CFA US equity markets fell across the board as global central banks moved to decrease their quantitative easing initiatives. In the US, the Federal Reserve announced that it would double the pace of its taper to $30 billion a month and conclude its... by Kenny | Dec 16, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I have a client, age 65, who passed away and left her IRA to her estate. Two nephews and a niece are beneficiaries of the estate. Is there a way to add beneficiaries after her passing? I spoke with a financial company, and they... by Kenny | Dec 16, 2021 | Weekly Newsletter
What to do now, as the pandemic surges yet again in the U.S. COVID-19 is still raging throughout the U.S., and in much of the world it has never stopped doing so. Safe and highly effective vaccines are available, but not everywhere, and even where they are, not... by Kenny | Dec 15, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Tis the season. Yes, it is the holiday season, and it is also the season to take RMDs. RMDs are back for 2021 after being waived by the CARES Act for 2020. With the return of RMDs come questions. One question we... by Kenny | Dec 13, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst During 2021, Congress has taken up a number of different retirement proposals, and it’s been difficult to keep track of them. Here’s an update of how things stand at the moment. Of course, new developments could occur at any time, so stay...