by Kenny | Apr 21, 2021 | Uncategorized
For many Americans, retirement may look different in 2021 than it has in years past. The severe economic impact of the Covid-19 pandemic could push many people to consider retiring early, with less saved than they may need. Whether or not your retirement plans are...
by Kenny | Apr 21, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst This question (or a derivation of it) has been popular as of late: “I only participated in my 401(k) for a couple of months in 2020 before I was laid off. Does that still make me a ‘covered’ employee, and can I contribute to my...
by Kenny | Apr 19, 2021 | Uncategorized
-Darren Leavitt, CFA US equity indices hit another set of all-time highs in what was a very busy week on Wall Street. First-quarter earnings season kicked off, with US Banks showing impressive results. Markets were well bid throughout the week and moved higher...
by Kenny | Apr 19, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The IRS has delayed the deadline for filing federal income taxes until May 17, 2021. This also extends the deadline for making a 2020 Roth IRA contribution. A Roth IRA offers the promise of tax-free withdrawals in...
by Kenny | Apr 15, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst With all the recent changes to IRAs under the SECURE Act [i.e., required minimum distribution (RMD) age raised to 72, new rules for beneficiaries, etc.], combined with the CARES Act waiver of RMDs last year, it comes as no surprise...
