by Kenny | Oct 4, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education It’s hard to keep up with the news out of Washington these days! We have been getting a ton of questions on how the new tax proposals recently passed by the House Ways and Means Committee would impact Roth... by Kenny | Oct 3, 2021 | Uncategorized
Weekly Market Commentary – 10/1/2021 -Darren Leavitt, CFA Financial markets took a step back in the final week of the third quarter. Increased inflation expectations pushed US Treasury yields higher, which induced valuation concerns on large-cap growth stocks.... by Kenny | Oct 1, 2021 | Uncategorized
-Darren Leavitt, CFA September proved again to be a difficult month for financial assets. A narrative that the growth of global economies has peaked was evident during the month. Market sentiment was further dampened by fears that inflation has become persistent... by Kenny | Sep 30, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Good morning, I have an inherited IRA. I took a manual withdrawal from it in late August. I thought I had deleted my auto withdrawal on the custodian’s website. I just noticed today that another distribution was taken on... by Kenny | Sep 29, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Congress designed 401(k) plans as retirement savings vehicles – not as checking accounts. So, there are restrictions on when employees can make “in-service withdrawals” (i.e., withdrawals while still working). It’s important to remember... by Kenny | Sep 27, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst In most states the legal age for alcohol consumption is 21. And you must actually be 21. When you hand your driver’s license to the bouncer and he shines a little flashlight on your date of birth, it is not good enough to say you...