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... 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...