by Kenny | Jul 12, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst A surviving spouse has a number of options regarding how to deal with IRAs inherited from his or her deceased spouse. The age of both the deceased and surviving spouse will most often dictate the decision as to how to proceed.... by Kenny | Jul 11, 2021 | Uncategorized
Weekly Market Commentary – 7/9/2021 -Darren Leavitt, CFA The holiday-shortened week produced significant swings in the equity and fixed income markets as investors continued to contemplate where we are in the economic cycle. The peak growth narrative appeared... by Kenny | Jul 8, 2021 | Uncategorized
Sarah Brenner, JD Director of Retirement Education Question: Ed, I recently saw an email from you on QCDs when deductible IRA contributions are made in the same year. It discussed how these two transactions interact with each other. I am also wondering if the offset... 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...