by Kenny | Apr 4, 2022 | Uncategorized
Weekly Market Commentary -4/1/2022 -Darren Leavitt, CFA Financial markets started the week with a strong rally on the back of what appeared to be constructive negotiations between Russia and Ukraine. However, progress was refuted as the week moved forward, and... by Kenny | Apr 1, 2022 | Uncategorized
Monthly Market Commentary – March ’22 -Darren Leavitt, CFA In March, global financial markets continued to be volatile, focused on the Russian/Ukraine war and inflation rates not seen in decades. Countries worldwide condemned Russia’s invasion of Ukraine... by Kenny | Mar 31, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Hi, I have a client that needs funds for a short period of time, so he plans to use the 60-day rollover rule to borrow money from his IRA and return it within 60 days. He has a Traditional IRA and a Roth IRA. He is under the... by Kenny | Mar 30, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Most IRA distributions will be taxable. However, if you have ever made nondeductible contributions to your IRA or rolled over after-tax funds from your company plan to your IRA, then the rules can get a little bit... by Kenny | Mar 28, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst When you file for bankruptcy, one thing you usually don’t have to worry about is protecting your IRA funds from creditors. That’s because, in just about every case, all of your IRA (and Roth IRA) monies are off limits. Under the federal... by Kenny | Mar 28, 2022 | Uncategorized
Weekly Market Commentary -3/25/2022 -Darren Leavitt, CFA It was a hectic week for investors as US financial markets tried to post a second consecutive week of gains. Geopolitics continued to influence market action. President Biden traveled to Europe to meet with NATO...