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. ... by Kenny | Mar 3, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Hello. I was reading the 2/28/22 edition of the Slott Report and noticed the section titled “Beneficiaries Hit w/Annual RMDs and the 10-Year Rule.” It was my understanding that starting 1/1/20, most... by Kenny | Mar 2, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst The 275 pages of proposed SECURE Act regulations, released by the IRS on February 23, are chock full of little details. Each of these tidbits will have some impact on particular IRA owners and retirement account participants. One... by Kenny | Feb 28, 2022 | Uncategorized
Weekly Market Commentary -2/25/2022 -Darren Leavitt, CFA The uncertainty of the ramifications of a Russian-induced war led to massive swings in the global financial markets. Generally speaking, markets do not like uncertainty. While Russia’s move into Ukraine was well...