by Kenny | Jun 4, 2021 | Weekly Newsletter
Retirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is why it makes sense to pay attention to the serious and perhaps boring... by Kenny | Jun 3, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Hi! I attended the February 2021 IRA seminar and had a question re: Roth conversions. The seminar discussed rolling over assets held in a company plan into a Roth IRA. I’m dealing with a client that wants to roll over a lump... by Kenny | Jun 2, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education It has been well over a year since the SECURE Act became a reality, transforming the rules for inherited IRAs and doing away with the stretch IRA for most beneficiaries. While the SECURE Act statute gave us... by Kenny | May 31, 2021 | Uncategorized
Weekly Market Commentary – 5/28/2021 -Darren Leavitt, CFA Financial markets moved higher throughout the week as the inflation debate continued on Wall Street. A full economic calendar was headlined by the PCE Price Index, the Federal Reserve’s preferred measure... by Kenny | May 27, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: We have a client that owns two substantial IRA accounts plus a smaller beneficiary IRA. Does the beneficiary IRA have its own RMD rules (the client has owned it for 10 years and has been taking RMD’s...