by Kenny | Dec 16, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Bob is 40 years old. He is a single tax filer, participates in a 401(k) at work, and makes a healthy annual salary of $160,000. Bob has consistently contributed $5,000 each year to his Traditional IRA for 5 years ($25,000 total).... by Kenny | Dec 14, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The end of 2020 is almost here. With the end of the year come certain retirement account deadlines. Here are 5 items you should have on your 2020 year-end retirement plan to-do list: 1. Do a 2020 conversion If you... by Kenny | Dec 14, 2020 | Uncategorized
Weekly Market Commentary 12/11/2020 -Darren Leavitt, CFA Market action was mixed for the week. Hope for another tranche of stimulus and positive news on a coronavirus vaccine’s progress aided market sentiment early in the week. However, COVID-19 infection... by Kenny | Dec 11, 2020 | Weekly Newsletter
Should US retirees delay claiming Social Security until age 70, even if they have to spend savings until then? The Center for Retirement Research at Boston College proposes that strategy as a default option in retirement plans. What do Social Security benefits and... by Kenny | Dec 10, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: I am 79 and still employed. My employer has an SEP for me and I have a Rollover IRA from a previous employer. Can I transfer my Rollover IRA to the SEP account? Thank you, George Answer: Hi George, There...