by Kenny | Jan 13, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The SECURE Act made many changes to the rules for beneficiaries who inherit retirement accounts. One of the most significant ones is the end of the stretch IRA for most beneficiaries. However, there are some... by Kenny | Jan 11, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst There’s been some confusion about the retirement plan aspects of the COVID-19 stimulus package signed into law on December 27, 2020. One national news network has reported that the new law extends the CARES Act tax breaks for... by Kenny | Jan 10, 2021 | Uncategorized
Weekly Market Commentary 1/8/2021 -Darren Leavitt, CFA Wow-what a way to start 2021. US equity averages hit another set of all-time highs despite Washington’s political turmoil and a Democratic sweep in the Georgia Senate runoff elections. Economic data... by Kenny | Jan 6, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst We are just a few days into the new year, and many people are anxious to get their full IRA contributions in for 2021. However, a common question is, “It’s only the first week of the year and I haven’t received a paycheck yet. Can... by Kenny | Jan 4, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education A new year brings a fresh start, and after 2020, we need that more than ever. You probably have a few resolutions for 2021. When making your list of goals for the new year, don’t overlook your IRA. Here are a few... by Kenny | Jan 2, 2021 | Uncategorized
Weekly Market Commentary 1/1/2021 -Darren Leavitt, CFA The S&P 500 and Dow Jones Industrial average’s set new all-time highs in the holiday-shortened week. Another tranche of stimulus passed by Congress and signed by the President catalyzed markets higher early...