by Kenny | Aug 23, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Recently, I had a conversation with an advisor who wanted a second opinion. He disagreed with how a 401(k) custodian was handling his client’s required minimum distribution (RMD). To arm himself with facts, the advisor contacted us... by Kenny | Aug 21, 2021 | Uncategorized
Weekly Market Commentary – 8/20/2021 -Darren Leavitt, CFA US Financial markets fell from their recent all-time highs on fears that economic growth could falter. Traders rotated out of the reflation trade as Covid infection rates increased and the efficacy of... by Kenny | Aug 19, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Ed, My client recently passed away at the age of 86 and the beneficiaries were his twin grandchildren who are six years old. Does their 10-year clock to withdraw the funds start right away, or can they... by Kenny | Aug 18, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education It’s back to school time! Any parent will tell you that education can be expensive. You cannot afford to miss out on any possible option out there that may help you save. One savings tool that you might overlook is... by Kenny | Aug 16, 2021 | Uncategorized
Weekly Market Commentary – 8/13/2021 -Darren Leavitt, CFA The S&P 500 and the Dow inked new all-time highs as the Financials, Materials, and Consumer Staples did well over the week. Energy and Small Caps lagged. The Senate passed the 1.2 trillion dollar... by Kenny | Aug 16, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst We continue to get lots of questions about the company savings plan contribution limits. There are actually two different contribution limits – the “deferral limit” and the “overall limit.” This makes things very confusing, especially if...