by Kenny | Jan 20, 2025 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Today is Inauguration Day. A new administration has arrived. We also have a new Congress. With the arrival of newly elected officials, many will have hopes of legislative change. When it comes to retirement...
by Kenny | Jan 19, 2025 | Uncategorized
-Darren Leavitt, CFA Financial markets advanced this week as a solid start to the fourth-quarter earnings season, and some better-than-feared inflation data gave investors a reason to buy the most recent dip. The financial sector gained 6.1% on the week as bank... by Kenny | Jan 16, 2025 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My wife has two after-tax traditional IRAs at two separate institutions. We are hoping to consolidate them, then convert to a Roth in the next 18 months. She is already retired. She also has an inherited IRA (from her...
by Kenny | Jan 15, 2025 | Uncategorized
By Ian Berger, JD IRA Analyst One of the more controversial rules in the 2022 SECURE 2.0 Act is the requirement that plan catch-up contributions by certain highly-paid employees be made on a Roth basis. Last Friday, (January 10, 2025) the IRS issued proposed... by Kenny | Jan 13, 2025 | Uncategorized
We are two weeks into 2025. Have you been following through on your New Year’s resolutions? As our readers already know, for an IRA owner not to follow through on his or her annual check up of beneficiary forms could have dire consequences. Repeat after me: In 2025, I...
by Kenny | Jan 12, 2025 | Uncategorized
-Darren Leavitt, CFA US equity markets fell in the first full week of 2025 as investors recalibrated their Federal Reserve monetary policy expectations. Stronger labor data, a robust ISM Services print, and a weaker Consumer Sentiment report showing increased...
