by Kenny | Jan 17, 2022 | Uncategorized
Weekly Market Commentary – 1/14/2022 -Darren Leavitt, CFA US Financial markets fell across the board as investors got a full dose of Federal Reserve rhetoric and were underwhelmed by the start of fourth-quarter earnings. The S&P 500 was also unable to bounce... by Kenny | Jan 13, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi, I turn 72 this year and have to take my first required minimum distribution (RMD). I am also in the process of converting most of my IRA into a Roth IRA. I know I have to take my RMD first before the conversion. Since... by Kenny | Jan 12, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst As we move into 2022, small business owners may be wondering whether they still have time to establish a new retirement plan for 2021. The short answer is: “It depends.” There are several retirement plan options especially designed for... by Kenny | Jan 10, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Less than two weeks into the new year seems like a good time to provide a few reminders and warnings when it comes to Qualified Charitable Distributions (QCDs). As a quick refresher, remember these QCD facts: Only available to IRA... by Kenny | Jan 9, 2022 | Uncategorized
Weekly Market Commentary – 1/7/2022 -Darren Leavitt, CFA US financial markets fell in the first week of 2022 after the S&P 500 hit an all-time high on Monday. The release of the December Federal Open Market Committee minutes revealed a much more hawkish Fed.... by Kenny | Jan 6, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Has the IRS clarified the 10-year rule on inherited IRAs? Do you have to take RMDs each year or can you wait until the 10th year? Also, does this rule apply to inherited Roth IRAs? Thanks, Daniel Answer: Hi Daniel, Yes, the IRS...