by Kenny | Jul 7, 2021 | Uncategorized
Sarah Brenner, JD Director of Retirement Education When you contribute to a traditional IRA you make a deal with Uncle Sam. You can get a tax deduction and tax deferral on any earnings in your IRA. However, eventually the government is going to want its share and will... by Kenny | Jul 5, 2021 | Uncategorized
Weekly Market Commentary – 7/2/2021 -Darren Leavitt, CFA Economic data for the week was headlined by the Employment Situation Report that resulted in mixed results. The S&P 500, the Dow, and the NASDAQ forged another set of all-time highs while the Russell... by Kenny | Jul 1, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi. My name is John and I have a Roth question. I have read your most recent book but did not find the answer to this question. I have made non-deductible contributions to a traditional IRA for many years, so about half... by Kenny | Jul 1, 2021 | Uncategorized
Monthly Market Recap – June 2021 -Darren Leavitt, CFA US financial markets were able to rally to new records in June despite a more hawkish Federal Reserve and rhetoric that suggested the US economy had seen peak growth and peak inflation expectations. A... by Kenny | Jun 30, 2021 | Uncategorized
Ian Berger, JD IRA Analyst Would you like to make charitable donations from your IRA but aren’t eligible for a qualified charitable distributions(QCD) because you’re under age 70 ½? Are you eligible for QCDs but want to donate more than the $100,000 annual limit? Are... by Kenny | Jun 28, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst By now, we all know the SECURE Act outlined a group of people that are still permitted to stretch inherited IRA payments over their own single life expectancy. This group is called “eligible designated beneficiaries” (EDBs). Yes,...