by Kenny | Jul 7, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Proposals to boost IRA and workplace plan savings are advancing, but they are not law yet. Several actions must occur before the proposals become law. On March 29, the House passed the “Securing a Strong Retirement Act of 2022.” Now, two...
by Kenny | Jul 6, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Dear Sirs: I inherited a regular IRA upon my mother’s death in 2015. I am now 75 years old and have been taking required distributions since then. She was taking distributions herself when she died....
by Kenny | Jul 5, 2022 | Uncategorized
By Ian Berger, JD Director of Retirement Education Should I Accept a Lump Sum Buyout Offer? With economic uncertainty increasing, more companies with defined benefit (DB) pension plans will likely attempt to improve their bottom line by offering lump sum buyouts. A...
by Kenny | Jul 4, 2022 | Uncategorized
Weekly Market Commentary – 7/1/2022 -Darren Leavitt, CFA Markets took a step back after the prior week’s impressive rally. The same culprits showed up to dampen investors’ appetite for risk assets- growth concerns, inflation, and hawkish central bank rhetoric....
by Kenny | Jul 1, 2022 | Uncategorized
Monthly Commentary – June ’22 -Darren Leavitt, CFA It was just an ugly month of June for investors and for that matter the 1st half of 2022. All asset classes seemed to fall except for the US dollar. The month started with a “peak inflation” narrative...
