by Kenny | Nov 28, 2021 | Uncategorized
Weekly Market Commentary – 11/26/2021 -Darren Leavitt, CFA The holiday-shortened week turned into a wild ride for investors as a new variant of Covid upended the reflation trade, which sent volatility through the roof. The new variant called Omicron was first... by Kenny | Nov 22, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Are you considering opening up a new solo 401(k) and looking to maximize your 2021 contribution? If so, you may need to act quickly. There is a December 31, 2021 deadline for establishing a new plan if you want to make 2021 elective... by Kenny | Nov 21, 2021 | Uncategorized
Weekly Market Commentary – 11/19/2021 -Darren Leavitt, CFA US financial markets ended the week mixed. Mega-cap Growth stocks pushed the S&P 500 and Nasdaq to another set of all-time highs while cyclical issues and small caps lagged, hindering the Dow and... by Kenny | Nov 18, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Can someone take an in-service withdrawal from their 401(k) and directly transfer it to their IRA, then take a QCD from the IRA to satisfy the RMD amount attributed to the 401(k)? I am 72 years old and I... by Kenny | Nov 18, 2021 | Weekly Newsletter
The income ranges, adjusted annually for inflation, determine which tax rates apply to you You may be making plans for filing your 2021 income taxes, but in a few short weeks you’ll be living in tax year 2022, and tax year 2022 will differ substantially from...