by Kenny | Oct 13, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Educations For trusts that inherited an IRA in 2019, an important deadline is approaching. October 31, 2020 is the due date to provide required trust documentation to the IRA custodian to ensure that the longest payout... by Kenny | Oct 13, 2020 | Uncategorized
October 9th, 2020 -Darren Leavitt, CFA Markets extended their rally last week on optimism around another tranche of stimulus. Value-oriented small-cap cyclicals were in favor and sent the Russell 2000 up 6.4% for the week. The S&P 500 gained 3.8%, the Dow was... by Kenny | Oct 8, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Sir, I inherited an IRA from my sister two years ago. She was collecting RMDs at 78. My question involves collecting my sister’s RMD. Does the 10-year withdrawal go into effect now or do I use the table under my age, which is... by Kenny | Oct 7, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst With the recent economic downturn, you may be more concerned than ever about keeping retirement plan funds safe from creditors. If you participate in a plan covered by the federal Employee Retirement Income Security Act (ERISA), you can... by Kenny | Oct 6, 2020 | Uncategorized
October 2nd, 2020 -Darren Leavitt, CFA Financial markets rallied last week, putting an end to four straight weeks of losses. Investor optimism was stoked early in the week on news that the Administration and Democrats were working on a fiscal stimulus compromise. ... by Kenny | Oct 5, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Many years ago, my wife and I went to lunch at a pizza joint in a strip mall. The friendly gray-haired host in sensible shoes (whom I pegged for mid-to-late 60’s), tucked two menus under her arm, grabbed a couple sets of silverware...