by Kenny | Sep 20, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Are you moving assets between IRAs or from a company plan to an IRA (or vice-versa)? You should know that using a direct transfer is a much better idea than doing a 60-day rollover. Direct transfers avoid all of the possible issues which... by Kenny | Sep 18, 2021 | Uncategorized
Weekly Market Commentary – 9/17/2021 -Darren Leavitt, CFA US financial markets endured another week of losses that ended with the S&P 500 closing below its 50-day moving average on a quadruple witch expiration. Although investors were treated to better than... by Kenny | Sep 15, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When an IRA owner taking required minimum distributions (RMDs) dies before removing his annual RMD, that year-of-death RMD (or whatever portion remains) must still be withdrawn. Upon passing, the year-of-death RMD immediately... by Kenny | Sep 13, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education President Biden has declared September to be National Preparedness Month. The goal is to encourage Americans to be more prepared for natural disasters. Unfortunately, from flooding on the east coast to fires on the... by Kenny | Sep 12, 2021 | Uncategorized
Weekly Market Commentary – 9/10/2021 -Darren Leavitt, CFA The holiday-shortened week produced negative returns across the board for US equity indices. The month of September has historically been a tough month for equities, and given the outsized moves we have... by Kenny | Sep 10, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Ed I heard on a podcast that you are the number one authority on IRAs, so I want to go to the most informative source. Could you answer this question for me? I have a Roth IRA and suddenly I was unable...