by Kenny | Nov 14, 2021 | Uncategorized
Weekly Market Commentary – 11/12/2021 -Darren Leavitt, CFA US financial markets fell from record-high levels as increases in inflation continued to weigh on investor sentiment. The tape was full of corporate news highlighted by the break-ups of General Electric... by Kenny | Nov 11, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: When calculating my required minimum distribution (RMD) amount, is my Roth IRA balance added to my traditional IRA balance? I understand I don’t have to withdraw from my Roth – just want to know how RMD’s... by Kenny | Nov 10, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst The September 29, 2021 Slott Report summarized the rules for taking non-hardship withdrawals from 401(k) plans. This article will focus on the hardship withdrawal rules. Most company savings plans allow you to pull out your funds to take... 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...