by Kenny | Nov 30, 2020 | IRA Blog
By Ian Berger, JD IRA Analyst Thanksgiving is behind us, and the end of the year will be here soon. (Many of us are truly thankful for that!) This is a good time to remind you of certain tax breaks that will expire before we turn over the calendar to 2021. Many of...
by Kenny | Nov 25, 2020 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst We have collectively crawled into the hollow of a 2020 tree and found ourselves in the Upside Down. (That is a “Stranger Things” reference, for the uninitiated.) The SECURE Act turned beneficiary options upside down. The CARES Act...
by Kenny | Nov 25, 2020 | Uncategorized
And one other reason to keep working Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job you’re not thrilled about. If it were that simple, most of us would retire at 25. What it really takes to retire...
by Kenny | Nov 23, 2020 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary 11/20/2020 -Darren Leavitt, CFA Financial markets were mixed last week. Cyclicals continued to outperform on news that Moderna and AstraZeneca vaccine trials have shown excellent results. 3rd quarter earnings continued with better than...
by Kenny | Nov 23, 2020 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The IRS has recently added a new reason for self-certification of late rollovers to its list. Revenue Procedure 2020-46 modifies the list of reasons to include an IRA or company plan distribution made to a state...
