by Kenny | Apr 1, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Hi, Ed, I am hoping I get to attend one or more of your events IN PERSON this year! If you have time for a refresher . . . . Jon’s 2021 RMD is $200k. He takes $100k as a distribution to himself in February and later, he decides... by Kenny | Apr 1, 2021 | Uncategorized
-Darren Leavitt, CFA A prominent rotational trade out of mega-cap growth stocks into value-oriented cyclical issues extended US equity indices gains in March. Covid-19 inoculations continued to ramp up in the US as broader segments of the population became eligible... by Kenny | Mar 31, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst In my blog entry from March 22, I discussed the formula for calculating the amount of a direct Roth IRA contribution when your income falls within the Roth phaseout limits. Another common phaseout covers how much of a Traditional... by Kenny | Mar 27, 2021 | Uncategorized
Weekly Market Commentary – 3/26/2021 -Darren Leavitt, CFA It was a mixed week on Wall Street that saw continued quarter-end rebalancing that supported pro-cyclical issues and hindered mega-cap growth issues. For the week, the S&P 500 gained 1.6%, the Dow... by Kenny | Mar 25, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Has the deadline to make an IRA contribution for 2020 been extended since the 2020 tax filing date has been extended to May 17, 2021? Robert Answer: Hi Robert, Yes. The 2020 IRA contribution deadline is... by Kenny | Mar 24, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Fewer and fewer workers are participating in defined benefit pension (DB) plans these days. The high cost of maintaining those plans has led many employers to terminate existing plans and dissuaded many others from setting up new plans in...