by Kenny | Mar 16, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst With many 401(k) (and 403(b) and 457(b) plans) offering multiple participant accounts, your plan statement is probably more complicated than ever. Here’s a brief primer to help you understand what each account represents: Pre-tax deferral...
by Kenny | Mar 14, 2022 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst I am usually patient with the IRS. I understand the massive workload they have, and there are tax cheats lurking around every corner. The IRS does its best to ensure no loopholes exist for bad actors to circumvent tax laws to avoid...
by Kenny | Mar 14, 2022 | Uncategorized
Weekly Market Commentary -3/11/2022 -Darren Leavitt, CFA Investors started the week facing $130 a barrel crude as the US announced an embargo on Russian oil. Europe also announced that they would begin to taper their dependence on Russian energy, albeit a process...
by Kenny | Mar 10, 2022 | Uncategorized
What You Need to Know The government is confusing. Stock market gains are high, for now. The Secure Act is turning employer-sponsored retirement plans into income-planning educators. Have you ever experienced the solution to a problem being in plain sight, only to...
by Kenny | Mar 10, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Ed, I read your 2/28/22 Slott Report on the updated SECURE Act information for non-eligible designated beneficiaries (non-EDBs) that requires annual RMDs to continue if the original owner was taking them prior to his death and...
by Kenny | Mar 9, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Roth IRAs have always been a great retirement savings tool. While pre-tax retirement accounts allow tax deferred savings, a Roth IRA promises tax-free benefits. They allow you to receive years of earnings in...
