by Kenny | Oct 18, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When a married IRA owner dies, the surviving spouse is oftentimes the beneficiary. Of course, there are instances where a trust might be named as IRA beneficiary, or the children or a charity or someone else is listed. Regardless,... by Kenny | Oct 18, 2021 | Uncategorized
Weekly Market Commentary – 10/15/2021 -Darren Leavitt, CFA US Financial markets rallied across the board on a solid start to the 3rd quarter corporate earnings season. The Consumer Discretionary sector led gains with a 3.6% advance off of much better than... by Kenny | Oct 18, 2021 | Uncategorized
Weekly Market Commentary – 10/15/2021 -Darren Leavitt, CFA US Financial markets rallied across the board on a solid start to the 3rd quarter corporate earnings season. The Consumer Discretionary sector led gains with a 3.6% advance off of much better than... by Kenny | Oct 14, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I am retired and turned 72 in September, 2021, so I must begin required beginning distributions (RMDs) by April, 2022. I have traditional and Roth IRAs as well as a defined contribution plan with a former employer. I understand... by Kenny | Oct 13, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education As you approach your golden years, you may be looking to simplify your life to wring the most out of retirement. It may be time to right size and move from a larger house with an abundance of maintenance to a... by Kenny | Oct 11, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst The Build Back Better Act of 2021, recently passed by the House Ways and Means Committee, includes a number of retirement plan provisions. They were summarized in the September 22, 2021 Slott Report. Two of those provisions are targeted...