by Kenny | Sep 2, 2024 | Uncategorized
-Darren Leavitt, CFA The final week of August was all about NVidia’s second-quarter earnings results and the Fed’s preferred measure of inflation, the PCE. Expectations for NVidia’s earnings were so high that some decided to throw pre/post-earnings... by Kenny | Aug 29, 2024 | Weekly Newsletter
Big changes are coming to retirement savings in 2025. The shifts in retirement planning come after Congress passed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) in 2019 and its 2022 follow-up, the SECURE 2.0, which further expanded and... by Kenny | Aug 29, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Under IRS rules, if I am currently receiving required minimum distributions (RMDs) and die today, my non-spouse beneficiary has 10 years to pay out my IRA. If that beneficiary dies five years later (in August 2029), does the... by Kenny | Aug 28, 2024 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst In my August 19 Slott Report (“Year of Death RMD – Deadline Extended!”), I wrote about the required beginning date, who takes the year-of-death required minimum distribution (RMD), and the deadline for taking that distribution.... by Kenny | Aug 26, 2024 | Uncategorized
Ian Berger, JD IRA Analyst If you have multiple traditional IRAs and want to do a 60-day rollover (or Roth conversion) in a year when a required minimum distribution (RMD) is due, the IRS has a surprise for you. RMDs from multiple traditional IRAs (and SEP or...