by Kenny | May 12, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst As we inch toward the extended 2020 tax deadline of May 17, many filers are still laboring over their returns. Some are completing the final return for a loved one lost in what was a brutal year. As is human nature, most taxpayers... by Kenny | May 10, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education On May 5, the House Ways and Means Committee unanimously passed the Securing a Strong Retirement Act of 2021. According to lawmakers, the proposal is designed to pick up where the SECURE Act of 2019 left off and... by Kenny | May 9, 2021 | Uncategorized
Weekly Market Commentary – 5/7/2021 -Darren Leavitt, CFA US equity indices finished the week mixed as a strong rotational trade into cyclicals and out of high growth technology issues reappeared. The S&P 500 and Dow forged new all-time highs as the... by Kenny | May 6, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: I am 83 years old with an IRA rollover account, regular IRA account and a small Roth IRA. If I convert a portion of either the rollover or regular IRA to a Roth IRA and die before 5 years after the... by Kenny | May 3, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When visiting the doctor, does he or she ask foundational questions to help determine your medical condition? Of course. “How are you feeling?” “Are you a smoker?” “What hurts?” Does the doctor take some basic measurements –... by Kenny | May 2, 2021 | Uncategorized
Weekly Market Commentary – 4/30/2021 -Darren Leavitt, CFA It was a hectic week on Wall Street highlighted by large-cap technology Q1 earnings, the April Federal Reserve Open Market Committee, and a busy economic data calendar. Trading was mixed throughout the...