by Kenny | Jul 27, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst It’s that time of the year! College bills for the Fall semester are arriving, and you may be thinking of tapping into your retirement savings to help with the costs. If you’re under age 59 ½, be careful. Your withdrawal may be subject to... by Kenny | Jul 25, 2021 | Uncategorized
Weekly Market Commentary – 7/23/2021 -Darren Leavitt, CFA US Financial markets started the week off much as it had ended the prior week, in the red. A continuation of the peak growth narrative catalyzed further by increased Covid infection rates stemming from... by Kenny | Jul 22, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Hi, I have a client who died in 2021 before taking his 2021 RMD. He designated various charities as beneficiaries of his IRA. The IRA custodian is advising the executor to take the RMD, however according... by Kenny | Jul 21, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst 1. What is the NUA (Net Unrealized Appreciation) tax break? It is the opportunity to pay tax at long-term capital gains rates on the appreciation of company stock held within a company plan vs. paying ordinary income rates on that... by Kenny | Jul 19, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education On July 15 and 16, financial advisors from around the country gathered virtually for Ed Slott and Company’s Instant IRA Success workshop. We took a deep dive into the rules governing retirement accounts and engaged... by Kenny | Jul 18, 2021 | Uncategorized
Weekly Market Commentary – 7/16/2021 -Darren Leavitt, CFA Despite hitting another set of all-time highs, US financial markets ended the week lower. 2nd quarter earnings kicked off with better than expected results from the financials; however, banks shares...