by Kenny | Dec 23, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi Mr. Slott: I enjoy your website’s very helpful information! I know that the IRS rules limit us to one indirect (60-day) IRA rollover every 12-month period. Are Health Savings Account (HSA) indirect rollovers... by Kenny | Dec 22, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst As 2021 draws to a close, many of us will naturally look back and try to make some sense of the past year. On the whole, it would be hard to classify 2021 as an “uneventful” year. But in the world of IRAs and workplace plans, it actually... by Kenny | Dec 20, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst A “life hack” is any trick, shortcut or simple and clever technique for accomplishing a familiar task more easily and efficiently, in all walks of life. For example, tie a colorful ribbon to your luggage to make it more easily... by Kenny | Dec 17, 2021 | Uncategorized
-Darren Leavitt, CFA US equity markets fell across the board as global central banks moved to decrease their quantitative easing initiatives. In the US, the Federal Reserve announced that it would double the pace of its taper to $30 billion a month and conclude its... by Kenny | Dec 16, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I have a client, age 65, who passed away and left her IRA to her estate. Two nephews and a niece are beneficiaries of the estate. Is there a way to add beneficiaries after her passing? I spoke with a financial company, and they... by Kenny | Dec 15, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Tis the season. Yes, it is the holiday season, and it is also the season to take RMDs. RMDs are back for 2021 after being waived by the CARES Act for 2020. With the return of RMDs come questions. One question we...