by Kenny | Feb 10, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst One of the many unfortunate effects of the coronavirus pandemic is the number of folks who have lost their jobs. Besides the loss of income, many of these individuals also face unexpected and unpleasant tax consequences if they have an... by Kenny | Feb 9, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Educations Question: Hi! I am over 60 and have had a self-directed Roth IRA for the past 15 years. I would like to roll some of it over to another self-directed Roth where I could invest in crypto-currency. Is this possible?... by Kenny | Feb 9, 2021 | Uncategorized
Weekly Market Commentary 2/5/2021 -Darren Leavitt, CFA Markets rebounded strongly in the first week of February. Fourth-quarter earnings continued to beat expectations, vaccines continued to go into arms, and economic data continued to be mixed, which fostered more... by Kenny | Feb 8, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst It is early 2021 and two ingredients mix again: retirement money in motion, and required minimum distributions (RMDs). This may not appear to be a dangerous concoction, but when improperly combined, the results can be a bitter... by Kenny | Feb 3, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education A Simplified Employee Pension (SEP) is a popular choice for many small employers. Although these plans are in fact designed to be less complex than other types of retirement plans, there are many ways to go wrong... by Kenny | Feb 1, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst The Internal Revenue Code is over 4,000 pages of often unintelligible tax jargon. So, it shouldn’t surprise anyone that the law contains more than its share of baffling and inconsistent provisions. Here are four examples pertaining to...