by Kenny | Jul 25, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When moving retirement money from IRA to IRA, or from a workplace retirement plan like a 401(k) to an IRA, there are essentially three methods to relocate those dollars. Two of them are similar, and the third opens all kinds of... by Kenny | Jul 24, 2022 | Uncategorized
Weekly Market Commentary – 7/22/2022 -Darren Leavitt, CFA US financial markets rallied over the week despite increasing economic growth concerns. A very weak BofA Fund Manager Survey validated a sense that some, if not most, of the coming economic weakness has... by Kenny | Jul 21, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I have just read as many questions and answers as I could on The Slott Report and am still very confused. Simply put, I am over 80 years old, and I have had a Roth and a traditional IRA for many years. My daughter is the sole... by Kenny | Jul 20, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Back in 2020 when COVID first became our new reality, Congress enacted the CARES Act. The CARES Act allowed qualified individuals who were affected by COVID to take penalty-free distributions from their retirement... by Kenny | Jul 18, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Like most everything else these days, the price for receiving an IRS private letter ruling (PLR) has recently gone up. A person will request a PLR to receive the IRS’s blessing that a specific tax transaction won’t violate the tax code or... by Kenny | Jul 17, 2022 | Uncategorized
Weekly Market Commentary – 7/15/2022 -Darren Leavitt, CFA It was an extremely busy week on Wall Street with a full calendar of economic data and the start of 2nd quarter earnings. Growth concerns fostered more selling in equities and commodities while the long...