by Kenny | Mar 11, 2024 | Uncategorized
The same conversation has, understandably, been repeated many times. The questions are similar: “What do we do when a trust (or estate) is IRA beneficiary? How do we set up the account? Aren’t we now stuck with the high trust tax rates?” Of course, there is not enough...
by Kenny | Mar 10, 2024 | Uncategorized
Weekly Market Commentary – 3/8/2024 -Darren Leavitt, CFA Financial markets endured a week of consolidation as investors dissected a full economic calendar and awaited more cues from the leaders of the European Central Bank and the Federal Reserve. ECB President...
by Kenny | Mar 8, 2024 | Uncategorized
2024 will be a record-breaking year for retirement in the U.S., with an average of 11,000 Americans a day expected to celebrate their 65th birthday from now until December. Approximately 4.1 million Americans are poised to turn 65 this year and every year through...
by Kenny | Mar 8, 2024 | Uncategorized
2024 will be a record-breaking year for retirement in the U.S., with an average of 11,000 Americans a day expected to celebrate their 65th birthday from now until December. Approximately 4.1 million Americans are poised to turn 65 this year and every year through...
by Kenny | Mar 7, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: Hi Ed, I have Coverdell ESA accounts for my 5 grandchildren. My question is whether Coverdell ESAs can be treated the same as 529 plans under the new law when it comes to unused funds being...
