by Kenny | Jun 23, 2025 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The year 2025 has been a turbulent time for the economy. Whether due to job loss or persons seeking better investment opportunities in volatile markets, retirement account funds are on the move more than...
by Kenny | Jun 22, 2025 | Uncategorized
Despite there being plenty for investors to consider, the holiday-shortened week ended pretty much where it started. Israel and Iran continued to exchange missile attacks, while global leaders tried to find a resolution to the conflict. President Trump opened the door... by Kenny | Jun 19, 2025 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: I am age 85, and my wife is age 75. If I die first and my wife inherits my IRA, are the required minimum distributions (RMDs) that my wife must take after my death calculated using her age or my age?... by Kenny | Jun 18, 2025 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Before he transformed into the Incredible Hulk, Bruce Banner once said to his antagonist, “Don’t make me angry. You wouldn’t like me when I’m angry.” That’s a little how I feel when I hear stories about lazy financial professionals... by Kenny | Jun 16, 2025 | Uncategorized
By Ian Berger, JD IRA Analyst You are not alone if you have concerns that your IRA or workplace plan savings could be lost if you are forced to declare bankruptcy or wind up on the losing end of a civil lawsuit. After all, we all count on those savings for a... by Kenny | Jun 12, 2025 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I have two IRA annuities with different insurance companies. One of my annuities is maturing and I would like to transfer it upon maturity to a different insurance company. Do I need to take my 2025 required...
