by Kenny | May 20, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Last week in Kansas City, the Ed Slott team hosted our first in-person training program for members of our Elite Advisor Group since late 2019. While we managed to stay in contact with everyone via virtual meetings for the last two... by Kenny | May 20, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: I have a 401(k) that I’d like to use a portion for a QCD. I understand that QCD’s have to be from an IRA. Can I move a portion to an IRA for the QCD? How will this affect my RMD from my 401(k)? Federal tax... by Kenny | May 20, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The real estate market is red hot right now. This can be especially challenging for first time home buyers. IRA savings are intended to be used for your retirement. However, if you are like many others, your IRA... by Kenny | May 16, 2022 | Uncategorized
Weekly Market Commentary -5/13/2022 -Darren Leavitt, CFA Investors endured another tough week as financial markets continued to digest robust inflation data, mixed Q1 earnings, and fears that global growth will continue to slow. Economic data was centered on the... by Kenny | May 9, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Just when we thought we understood the new IRS regulations on required minimum distributions (RMDs), here comes more uncertainty. As we have reported, the IRS threw everyone a curveball with its interpretation of the 10-year payout rule... by Kenny | May 8, 2022 | Uncategorized
Weekly Market Commentary -5/6/2022 -Darren Leavitt, CFA It was an extremely busy and volatile week on Wall Street. The Federal Reserve’s May FOMC meeting statement was top of mind for investors and came in as expected. However, post statement Q&A added...