by Kenny | Apr 28, 2022 | Uncategorized
There are probably thousands of articles published every day on how and why to eat well and exercise. And yes, these are critical endeavors for healthy aging. But, they don’t cover everything you need to do to live your best life for as long as possible. What might be...
by Kenny | Apr 28, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Question: I’m 68 years old. I would like to start IRA withdrawals. What are the rules for withdrawing before my RMDs are required at age 72? Thanks, Bob Answer: Bob, There are no limitations to withdrawing your IRA before RMDs...
by Kenny | Apr 27, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst There are three types of company savings plans: 401(k) plans if you work for a for-profit company; 403(b) plans if you work for a tax-exempt employer, a public school or a church; and 457(b) plans if you work for a state or local...
by Kenny | Apr 25, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst For those who have 401(k)s or other employee retirement plans (but not SEP or SIMPLE plans), the required beginning date (RBD) for when required minimum distributions (RMDs) are to begin is the same as for IRA owners – April 1 of...
by Kenny | Apr 25, 2022 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary -4/22/2022 -Darren Leavitt, CFA Financial asset classes had a tough week as global growth concerns were stoked by more hawkish commentary from Fed Presidents and mixed earnings results from corporate America. Economic data showed mixed results...
