by Kenny | Jan 1, 2021 | Uncategorized
-Darren Leavitt, CFA Financial markets rallied in December on the prospects and ultimate agreement of another tranche of Coronavirus stimulus. Covid-19 vaccine emergency use approvals from the FDA aided market sentiment even as daily infection rates,... by Kenny | Dec 31, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Can a retired person not working contribute to a Roth IRA? Answer: There are no age limits for Roth IRA contributions. This allows older people to contribute. However, the rules do require earned income.... by Kenny | Dec 30, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst From The Slott Report, December 30, 2019: “2020 promises to be an exciting year in the IRA and savings plan worlds, as the full ramifications of the new SECURE Act begin to take shape. Beyond that, the IRS will likely finalize the new... by Kenny | Dec 28, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Ah, the end of the year. Snow is drifting, music plays quietly in the background. Ma in her kerchief, Papa in his cap, just settling down for a long winter’s nap… Nope. No time for that. ‘Tis the season of BUSY, BUSY, BUSY! Did you... by Kenny | Dec 28, 2020 | Uncategorized
Weekly Market Commentary 12/25/2020 -Darren Leavitt, CFA US equity markets were mixed in a holiday-shortened week. Corporate news was limited but influenced individual issues while trade was relatively subdued. Investors continued to focus on Washington... by Kenny | Dec 24, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Recently, I received two checks, one for all assets in a Traditional IRA and one for all assets in a Roth. Mindful of the 60-day rollover rules, I endorsed one of them to my brokerage company to complete an IRA-to-IRA...