by Kenny | Apr 7, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: I have a non-spousal inherited IRA account. Once I take out my RMD for the year, am I able to take out excess funds and roll those into a Roth account? Thank you. Answer: Inherited IRA accounts do not follow all the same...
by Kenny | Apr 6, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst A bill designed to increase savings in IRAs and company plans has passed the House of Representatives, but it’s not yet law. The bill is officially called the “Securing a Strong Retirement Act of 2022,” but many are calling it “SECURE...
by Kenny | Apr 6, 2022 | Uncategorized
Fixed index annuities can help you accumulate money for retirement and provide guaranteed income after you retire. A fixed index annuity may be a good choice if you want the opportunity to earn indexed interest, but don’t want to risk losing money in the market. What...
by Kenny | Apr 4, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst The new SECURE Act regulations, released in late February, created a firestorm of confusion and complexity. We have addressed concerns in recent Slott Report articles and will continue to do so as issues arise. However, as of now,...
by Kenny | Apr 4, 2022 | Uncategorized
Weekly Market Commentary -4/1/2022 -Darren Leavitt, CFA Financial markets started the week with a strong rally on the back of what appeared to be constructive negotiations between Russia and Ukraine. However, progress was refuted as the week moved forward, and...
by Kenny | Apr 1, 2022 | Uncategorized
Monthly Market Commentary – March ’22 -Darren Leavitt, CFA In March, global financial markets continued to be volatile, focused on the Russian/Ukraine war and inflation rates not seen in decades. Countries worldwide condemned Russia’s invasion of Ukraine...
