by Kenny | Mar 14, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst I am usually patient with the IRS. I understand the massive workload they have, and there are tax cheats lurking around every corner. The IRS does its best to ensure no loopholes exist for bad actors to circumvent tax laws to avoid... by Kenny | Mar 14, 2022 | Uncategorized
Weekly Market Commentary -3/11/2022 -Darren Leavitt, CFA Investors started the week facing $130 a barrel crude as the US announced an embargo on Russian oil. Europe also announced that they would begin to taper their dependence on Russian energy, albeit a process... by Kenny | Mar 10, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Ed, I read your 2/28/22 Slott Report on the updated SECURE Act information for non-eligible designated beneficiaries (non-EDBs) that requires annual RMDs to continue if the original owner was taking them prior to his death and... by Kenny | Mar 9, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Roth IRAs have always been a great retirement savings tool. While pre-tax retirement accounts allow tax deferred savings, a Roth IRA promises tax-free benefits. They allow you to receive years of earnings in... by Kenny | Mar 7, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst The part of the new IRS SECURE Act regulations causing the most reaction is the one requiring annual required minimum distributions (RMDs) for some IRA or workplace plan beneficiaries subject to the 10-year payment rule. Under the SECURE... by Kenny | Mar 7, 2022 | Uncategorized
Weekly Market Commentary -3/4/2022 -Darren Leavitt, CFA Financial markets continued to be volatile as investors assessed the ramifications of the ongoing war in Ukraine. International sanctions roiled the Russian ruble and kept the Russian equity markets closed. ...