by Kenny | Nov 8, 2021 | Uncategorized
Weekly Market Commentary – 11/5/2021 -Darren Leavitt, CFA Wow-what a week on Wall Street! US equity indices hit another set of all-time closing highs. Market sentiment was bolstered on several different fronts. 3rd quarter corporate earnings continued to... by Kenny | Nov 8, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst As Roth IRA conversions become more popular, questions and misconceptions abound. In no particular order, here are a dozen Roth IRA conversion facts to be aware of: 1. Anyone with an IRA can do a Roth conversion. There are no... by Kenny | Nov 1, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst As discussed in the October 18 Slott Report, spousal beneficiaries of IRAs can take advantage of certain payout rules that aren’t available to non-spouse beneficiaries. For example, a surviving spouse who remains a beneficiary can defer... by Kenny | Oct 30, 2021 | Uncategorized
Weekly Market Commentary – 10/29/2021 -Darren Leavitt, CFA Wall Street faced a deluge of corporate earnings in the final week of October. Generally, reports were better than expected but tempered by management concerns related to the current state of the global... by Kenny | Oct 28, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: I have four IRAs. Does the once-per-year IRA rollover rule mean I can only take one distribution per year in total or does it mean I can only take one distribution per year from each of my four IRAs? Glen... by Kenny | Oct 27, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Charlie Brown, wearing a ghost costume full of too many eye holes cut in all the wrong spots, famously peered into his trick-or-treat bag and said, “I got a rock.” One of the best parts of Halloween remains. It is the moment at the...