by Kenny | May 13, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Good afternoon. We have a client who was 19 years younger than her spouse. He passed away this year. We are planning to keep this as an inherited IRA for now. Can we move the assets to her own IRA at any time? Thank you, stay...
by Kenny | May 13, 2021 | Uncategorized
New rules for savers, beneficiaries and taxpayers Most people will miss 2020 about as much as they miss mosquito season. For many retirees and retirement savers, the year had a few benefits, such as some COVID-19 relief measures. Even without those, however, most of...
by Kenny | May 12, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst As we inch toward the extended 2020 tax deadline of May 17, many filers are still laboring over their returns. Some are completing the final return for a loved one lost in what was a brutal year. As is human nature, most taxpayers...
by Kenny | May 10, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education On May 5, the House Ways and Means Committee unanimously passed the Securing a Strong Retirement Act of 2021. According to lawmakers, the proposal is designed to pick up where the SECURE Act of 2019 left off and...
by Kenny | May 9, 2021 | Uncategorized
Weekly Market Commentary – 5/7/2021 -Darren Leavitt, CFA US equity indices finished the week mixed as a strong rotational trade into cyclicals and out of high growth technology issues reappeared. The S&P 500 and Dow forged new all-time highs as the...
