by Kenny | Aug 7, 2025 | Uncategorized
Annuities have seen a resurgence in popularity as a retirement planning tool, especially in 2025, driven by market volatility, higher interest rates, and an aging population seeking stable income streams. Here’s what you need to know about retirement planning...
by Kenny | Aug 7, 2025 | IRA Blog
By Ian Berger, JD IRA Analyst Question: I am 70 years old and do not have to start taking required minimum distributions (RMDs) for three years. Can I do a qualified charitable distribution (QCD) from my IRA now? Or, do I have to wait until age 73 when I have to start...
by Kenny | Aug 6, 2025 | IRA Blog
By Ian Berger, JD IRA Analyst A recent Slott Report article discussed “Trump accounts,” the new savings vehicle for children created by the One Big Beautiful Bill Act (OBBBA). As with most new laws, there are a number of unanswered questions about Trump accounts that...
by Kenny | Aug 4, 2025 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Laurence Tureaud, born May 21, 1952, is better known as Mr. T. He is an actor and a retired professional wrestler. He is famous for his roles as B. A. Baracus in the 1980s television series “The A-Team” and as...
by Kenny | Aug 3, 2025 | Uncategorized
Markets forged another set of all-time highs before taking a step back last week as a deluge of information had to be digested by investors. August 1st was the tariff deadline, and while some deals were made ahead of the deadline, several other countries had their...
