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... by Kenny | Dec 8, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst My November 29 Slott Report entry was titled “The Pro-Rata Rule Explained – You are Not Getting Taxed Twice.” I closed that article by stating there are exceptions to the pro-rata rule and ways to clean up an IRA that contains a... by Kenny | Dec 6, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education In volatile times like these, when inflation is looming, retirement savers may look to invest their IRAs in gold. Advertisements on the internet and cable tv make it look easy, but that is not the full story. The...