by Kenny | Feb 28, 2021 | Uncategorized
Weekly Market Commentary 2/26/2021 -Darren Leavitt, CFA A continued steepening of the yield curve induced selling of all asset classes throughout the week. Economic growth expectations have stoked inflation fears, sending the 10-year note yield fifty-two basis points... by Kenny | Feb 25, 2021 | Uncategorized
Thursday, February 25, 2021 A Preview of Ed Slott’s New Book: The New Retirement Savings Time Bomb By Ed Slott, CPA If you’re a dedicated Ed Slott and Company fan, at this point, you’ve likely heard about my upcoming new book, The New Retirement Savings Time... by Kenny | Feb 24, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Have you contributed to a Roth IRA for 2020? If you have not, you still have some time. The deadline for making a prior year contribution is the tax-filing deadline, not including any extensions you might have. For... by Kenny | Feb 22, 2021 | Uncategorized
Weekly Market Commentary 2/19/2021 -Darren Leavitt, CFA Markets sold off a bit last week in a rotational trade into pro-cyclical sectors and out of growth stocks. Fourth-quarter earnings continued to come in better than expected while economic data for the week was... by Kenny | Feb 22, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst When we think of rollovers, we normally think of moving funds from a 401(k) (or other company plan) to an IRA. But it sometimes makes sense to consider a “reverse rollover” – from an IRA to a 401(k). Unfortunately, although 401(k) plans... by Kenny | Feb 18, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Hi, I have a client that took a $14k IRA distribution on 1/10/2021 and another $14k distribution on 2/10/2021. He wants to replace all $28k using the 60 day rollover as funds are no longer needed. Does the 60 day rollover rule...