by Kenny | Nov 2, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The year 2020 has been a challenging one. With coronavirus cases rising in most of the country and economic relief stalled in Congress, many individuals may be looking to find funds to pay urgent bills. One... by Kenny | Nov 1, 2020 | Uncategorized
-Darren Leavitt, CFA Global financial markets had mixed performances in October. Investors were hoping for another tranche of stimulus from Washington, but the politicians were too far apart to get a deal done in the end. The US Presidential election continued to... by Kenny | Oct 29, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Our estate planning attorney prepared trust documents a few years ago and he advised us to name the trust as a beneficiary. This was done after discussion with him regarding a situation in case our son(s) divorce their wives. ... by Kenny | Oct 28, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst The October 19, 2020 Slott Report article, “Don’t Overlook After-Tax Contributions!,” explained how after-tax contributions in company plans work and discussed the dollar limits on them. This article will explain how... by Kenny | Oct 28, 2020 | Weekly Newsletter
Don’t let the pandemic derail your plans for retirement These days, older workers and retirees are understandably concerned that their retirement plans will be disrupted by the COVID-19 pandemic and the resulting economic downturn. There are concerns that pre-retirees...