by Kenny | Apr 25, 2022 | Uncategorized
Weekly Market Commentary -4/22/2022 -Darren Leavitt, CFA Financial asset classes had a tough week as global growth concerns were stoked by more hawkish commentary from Fed Presidents and mixed earnings results from corporate America. Economic data showed mixed results... by Kenny | Apr 21, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Hello, I’m learning a lot from Ed Slott’s latest book, “The New Retirement Savings Time Bomb,” but I do have a question on 401(k) Roth IRA conversions. I’m recently retired with a company 401(k). I’m leaning towards keeping the... by Kenny | Apr 20, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education For IRA-to-IRA or Roth-to-Roth 60-day rollovers, the same property received is the property that must be rolled over. These rules also apply to SIMPLE and SEP IRAs. You cannot receive a distribution of cash and... by Kenny | Apr 18, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Tax Day 2022 seems like an appropriate time to review a sometimes-overlooked way to get extra dollars into your IRA or company savings plan. Folks age 50 or older are allowed to make “catch-up” contributions with no strings attached.... by Kenny | Apr 17, 2022 | Uncategorized
Weekly Market Commentary -4/15/2022 -Darren Leavitt, CFA First-quarter earnings season kicked off with mixed results from the financials and positive results from the airlines. The holiday-shortened week found US equities taking one step forward only to subsequently... by Kenny | Apr 14, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Hello, Client (72) has recently inherited a “Beneficiary IRA” account. My question is for next year: Can she use qualified charitable distributions for her beneficiary IRA? Thank you, Kathy Answer: Hi...