by Kenny | Dec 16, 2024 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Tis the season for giving, and qualified charitable distributions (QCDs) are a popular way to donate to a favorite charity. However, rules must be followed. In a recent Slott Report entry (“QCD Timing,” December 4), I...
by Kenny | Dec 15, 2024 | Uncategorized
-Darren Leavitt, CFA The Nasdaq eclipsed the 20,000 level for the first time this week as investors reengaged in buying the mega-cap technology names. Amazon, Google, Tesla, and Meta hit new highs for the year as investors heard about more advances in AI and quantum... by Kenny | Dec 12, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Can a person do a rollover from both his traditional AND Roth IRAs in the same twelve months? Best regards, Matthew Answer: Hi Matthew, The once-per-year rollover rule restricts an individual from... by Kenny | Dec 9, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The holidays are upon us. There is shopping to do, gifts to wrap, and parties to attend. Amidst the hustle and bustle of the season, you may be forgiven if your retirement account is not at the top of your...
by Kenny | Dec 8, 2024 | Uncategorized
The S&P 500 forged another set of all-time highs as investors embraced the idea of an economy running at a pace appropriate for the Fed to consider further rate cuts. Leadership in the market toggled back to the mega-cap technology issues, with the communication... by Kenny | Dec 5, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Question: If you continue to work past age 73, are you exempt from required minimum distributions (RMDs)? My 73 year-old wife is still working and contributing to her company’s 401(k), and she doesn’t own more than 5% of the...
