by Kenny | Apr 25, 2021 | Uncategorized
-Darren Leavitt, CFA US equity markets finished mixed on the week as Q1 earnings continued to surprise to the upside. Markets pulled back sharply on Thursday on reports that the Biden administration will propose increasing the capital gains tax, and economic data... by Kenny | Apr 22, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Your newsletter is so helpful, and your book was a great resource to me when my mom passed away 5 years ago and I inherited her IRA. I am 76 and have not taken my RMD for 2021. Should I pass away and my wife age 69 transfers my... by Kenny | Apr 21, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst This question (or a derivation of it) has been popular as of late: “I only participated in my 401(k) for a couple of months in 2020 before I was laid off. Does that still make me a ‘covered’ employee, and can I contribute to my... by Kenny | Apr 19, 2021 | Uncategorized
-Darren Leavitt, CFA US equity indices hit another set of all-time highs in what was a very busy week on Wall Street. First-quarter earnings season kicked off, with US Banks showing impressive results. Markets were well bid throughout the week and moved higher... by Kenny | Apr 19, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The IRS has delayed the deadline for filing federal income taxes until May 17, 2021. This also extends the deadline for making a 2020 Roth IRA contribution. A Roth IRA offers the promise of tax-free withdrawals in... by Kenny | Apr 15, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst With all the recent changes to IRAs under the SECURE Act [i.e., required minimum distribution (RMD) age raised to 72, new rules for beneficiaries, etc.], combined with the CARES Act waiver of RMDs last year, it comes as no surprise...