by Kenny | Dec 13, 2021 | Uncategorized
Weekly Market Commentary – 12/10/2021 -Darren Leavitt, CFA US equity markets rebounded nicely over the week as fears of the Omicron variant subsided. It appears the variant, while more contagious, is less severe. Sentiment was also bolstered by Pfizer’s... by Kenny | Dec 9, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: If the owner of an inherited IRA was required to take RMDs from the IRA prior to his death, can a beneficiary who is younger than age 70 1/2 request QCDs from the inherited IRA? Note: We understand the... by Kenny | Dec 9, 2021 | Weekly Newsletter
There’s still time to give your savings a good boost before you retire If you’re between 55 and 64 years old, you still have time to boost your retirement savings. Whether you plan to retire early, late, or never ever, having an adequate amount of money... by Kenny | Dec 8, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst My November 29 Slott Report entry was titled “The Pro-Rata Rule Explained – You are Not Getting Taxed Twice.” I closed that article by stating there are exceptions to the pro-rata rule and ways to clean up an IRA that contains a... by Kenny | Dec 6, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education In volatile times like these, when inflation is looming, retirement savers may look to invest their IRAs in gold. Advertisements on the internet and cable tv make it look easy, but that is not the full story. The...