by Kenny | Oct 6, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When it comes to taxes and the 10% early distribution penalty, do not allow the underlying investments within a Traditional IRA to confuse what is applicable. Earnings within an IRA are just earnings. It does not matter if those... 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...