by Kenny | Aug 9, 2021 | Uncategorized
Sarah Brenner, JD Director of Retirement Education A Qualified Charitable Distribution (QCD) is a way for you to move funds out of your IRA to a qualifying charity income tax free. This can be a great strategy for those who are charitably inclined and looking to save... by Kenny | Aug 9, 2021 | Uncategorized
Weekly Market Commentary – 8/6/2021 -Darren Leavitt, CFA US equity indices forged new all-time highs on the back of an impressive Employment Situation Report and an upward S&P 500 price target revision by investment bank Goldman Sachs. However, the US... by Kenny | Aug 9, 2021 | Uncategorized
Weekly Market Commentary – 8/6/2021 -Darren Leavitt, CFA US equity indices forged new all-time highs on the back of an impressive Employment Situation Report and an upward S&P 500 price target revision by investment bank Goldman Sachs. However, the US... by Kenny | Aug 5, 2021 | Uncategorized
Ian Berger, JD IRA Analyst Question: Can you put funds into a Roth IRA for a 14 year old using money you have paid the child for doing chores? Client was told all he needed to do was keep a record of what was paid by to the child. I have always enjoyed your... by Kenny | Aug 4, 2021 | Uncategorized
Ian Berger, JD IRA Analyst Suppose you inherit 401(k) (or other ERISA plan) funds and then file for bankruptcy before receiving those funds. Can you lose those 40(k) dollars to your bankruptcy creditors? According to a recent decision of a Bankruptcy Court in North... by Kenny | Aug 2, 2021 | Uncategorized
Weekly Market Commentary – 7/30/2021 -Darren Leavitt, CFA It was a hectic week on Wall Street as second-quarter earnings continued to roll in with mixed results. Apple, Microsoft, Amazon, Facebook, and Google, which are very influential on the indices,...