by Kenny | Jan 6, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Has the IRS clarified the 10-year rule on inherited IRAs? Do you have to take RMDs each year or can you wait until the 10th year? Also, does this rule apply to inherited Roth IRAs? Thanks, Daniel Answer: Hi Daniel, Yes, the IRS...
by Kenny | Jan 5, 2022 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The IRS has released new life expectancy tables for calculating required minimum distributions (RMDs) for 2022. The most commonly used tables are the Uniform Lifetime and the Single Life Expectancy Tables. The...
by Kenny | Jan 3, 2022 | Uncategorized
By Ian Berger, JD IRA Analyst Welcome to 2022! One of the big changes in the retirement account world this year will be the calculation of required minimum distributions (RMDs). RMDs for IRA owners and plan participants are calculated using life expectancies from IRS...
by Kenny | Jan 1, 2022 | Uncategorized
-Darren Leavitt, CFA US financial markets rallied in December in volatile trade. It seemed markets would take two steps forward in one week only to give up a step in the following week. The emergence of the Omicron variant rattled markets initially, but investors were...
by Kenny | Jan 1, 2022 | Uncategorized
Weekly Market Commentary – 12/31/2021 -Darren Leavitt, CFA Financial market action in the final week of the year was relatively muted. A mild Santa Clause rally did ensue as seasonal factors such as rebalancing and window dressing kicked in. Investors got a...
by Kenny | Dec 31, 2021 | Uncategorized
KEY POINTS The Covid-19 pandemic has prompted people to rethink both big and small life goals. For 2022, it’s “super important” that everyone redo their financial plans, advisors say. These tips can help you make sure you’re on track and turn uncertainty into...
