by Kenny | Apr 1, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Hi, Ed, I am hoping I get to attend one or more of your events IN PERSON this year! If you have time for a refresher . . . . Jon’s 2021 RMD is $200k. He takes $100k as a distribution to himself in February and later, he decides... by Kenny | Apr 1, 2021 | Uncategorized
-Darren Leavitt, CFA A prominent rotational trade out of mega-cap growth stocks into value-oriented cyclical issues extended US equity indices gains in March. Covid-19 inoculations continued to ramp up in the US as broader segments of the population became eligible... by Kenny | Mar 31, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst In my blog entry from March 22, I discussed the formula for calculating the amount of a direct Roth IRA contribution when your income falls within the Roth phaseout limits. Another common phaseout covers how much of a Traditional... by Kenny | Mar 27, 2021 | Uncategorized
Weekly Market Commentary – 3/26/2021 -Darren Leavitt, CFA It was a mixed week on Wall Street that saw continued quarter-end rebalancing that supported pro-cyclical issues and hindered mega-cap growth issues. For the week, the S&P 500 gained 1.6%, the Dow... by Kenny | Mar 25, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Has the deadline to make an IRA contribution for 2020 been extended since the 2020 tax filing date has been extended to May 17, 2021? Robert Answer: Hi Robert, Yes. The 2020 IRA contribution deadline is...