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... by Kenny | Dec 13, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst During 2021, Congress has taken up a number of different retirement proposals, and it’s been difficult to keep track of them. Here’s an update of how things stand at the moment. Of course, new developments could occur at any time, so stay... by Kenny | Dec 13, 2021 | Uncategorized
Weekly Market Commentary – 12/10/2021 -Darren Leavitt, CFA US equity markets rebounded nicely over the week as fears of the Omicron variant subsided. It appears the variant, while more contagious, is less severe. Sentiment was also bolstered by Pfizer’s... by Kenny | Dec 9, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: If the owner of an inherited IRA was required to take RMDs from the IRA prior to his death, can a beneficiary who is younger than age 70 1/2 request QCDs from the inherited IRA? Note: We understand the...