by Kenny | Nov 16, 2020 | Uncategorized
Weekly Market Commentary 11/13/2020 -Darren Leavitt, CFA Financial markets rallied to all-time highs on news that Pfizer and BioNTech have a 90% effective Covid-19 vaccine. The news induced a robust rotation trade out of Mega-cap Technology shares into value-oriented... by Kenny | Nov 16, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst With Veterans Day being just last week, an overview of two military retirement benefits felt like an all-important and appropriate topic of discussion. One benefit pertains to a penalty exception for accessing retirement dollars... by Kenny | Nov 12, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Is there any problem with someone who is self-employed and has an active SEP making a deductible SEP contribution and an IRA QCD after age 70 1/2? In this case, the QCD would come from the IRA while the... by Kenny | Nov 11, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Both Roth 401(k)s and Roth IRAs offer the ability to make after-tax contributions now in exchange for tax-free earnings down the road if the rules are followed. However, there are some important differences between... by Kenny | Nov 9, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Good news! You can look forward to somewhat smaller required minimum distributions (RMDs) from your IRA and company retirement savings plan beginning in 2022. That’s because, on November 6, the IRS released new life expectancy tables that... by Kenny | Nov 9, 2020 | Uncategorized
Weekly Market Commentary 11/6/2020 -Darren Leavitt, CFA It was an extremely busy week on Wall Street. The election results were top of mind for investors, and given the current expected outcome gave investors reason to buy risk assets. The Federal Reserve Open...