by Kenny | Aug 15, 2024 | Uncategorized
Investors should expect volatility but also try not to overreact to news. To prepare, focus now on tax minimization, protecting your portfolio and more. In times of great change, it is only natural for people to wonder and worry. Without perspective, it morphs into...
by Kenny | Aug 15, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Hello, I’m in my sixties, in the golden years for Roth conversions, which I’ve been doing. I’ve had a small Roth IRA account for more than 5 years. Last year I converted $90,000. This year will be about...
by Kenny | Aug 14, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst If you have both pre-tax and Roth accounts in a 401(k) (or a 403(b) or governmental 457(b)) and are subject to required minimum distributions (RMDs), be aware of new rule changes made in the 2022 SECURE 2.0 law. The rules were clarified...
by Kenny | Aug 12, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Of all the many provisions in the SECURE 2.0 Act, none has been more perplexing than Section 327, which changed the rules for spouse beneficiaries. It has been hard to figure out what Congress intended in drafting...
by Kenny | Aug 11, 2024 | Uncategorized
-Darren Leavitt, CFA Wow, what a week for global financial markets. A rollercoaster ride for investors continued throughout the week as multiple narratives ricocheted off prior expectations. Crowded trades coupled with weaker-than-expected economic data in the prior...
