by Kenny | Sep 8, 2024 | Uncategorized
-Darren Leavitt, CFA Global equity markets tumbled due to economic growth concerns as the US Treasuries extended their gains from August. The holiday-shortened week started with weaker-than-anticipated manufacturing data out of China, which highlighted just how weak... by Kenny | Sep 5, 2024 | Uncategorized
Sarah Brenner, JD Director of Retirement Education Question: Can I roll over a Roth 401(k) to an existing Roth IRA or does it need to be in its own separate account? When does the 5-year holding period begin for the Roth 401K rollover? Thank you, Elisabeth Answer: Hi... by Kenny | Sep 4, 2024 | Uncategorized
Sarah Brenner, JD Director of Retirement Education The new required minimum distribution (RMD) rules recently issued by the IRS include some good news for trusts named as retirement account beneficiaries. A documentation requirement (that tripped up many trustees... by Kenny | Sep 2, 2024 | Uncategorized
-Darren Leavitt, CFA The final week of August was all about NVidia’s second-quarter earnings results and the Fed’s preferred measure of inflation, the PCE. Expectations for NVidia’s earnings were so high that some decided to throw pre/post-earnings... by Kenny | Aug 29, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Under IRS rules, if I am currently receiving required minimum distributions (RMDs) and die today, my non-spouse beneficiary has 10 years to pay out my IRA. If that beneficiary dies five years later (in August 2029), does the... by Kenny | Aug 28, 2024 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst In my August 19 Slott Report (“Year of Death RMD – Deadline Extended!”), I wrote about the required beginning date, who takes the year-of-death required minimum distribution (RMD), and the deadline for taking that distribution....