by Kenny | May 10, 2021 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education On May 5, the House Ways and Means Committee unanimously passed the Securing a Strong Retirement Act of 2021. According to lawmakers, the proposal is designed to pick up where the SECURE Act of 2019 left off and... by Kenny | May 7, 2021 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
The pandemic may have hit your wallet hard. Here are some lessons we can learn from this unprecedented time. he reverberations of the COVID-19 global pandemic have been a wake-up call for many of us as we scratch our heads over our finances: Are our wallets in... by Kenny | May 6, 2021 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education Question: I am 83 years old with an IRA rollover account, regular IRA account and a small Roth IRA. If I convert a portion of either the rollover or regular IRA to a Roth IRA and die before 5 years after the... by Kenny | May 3, 2021 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst When visiting the doctor, does he or she ask foundational questions to help determine your medical condition? Of course. “How are you feeling?” “Are you a smoker?” “What hurts?” Does the doctor take some basic measurements –... by Kenny | May 1, 2021 | Market review and Outlook
-Darren Leavitt, CFA Financial Markets ended the month of May with mixed results. A prominent rotational trade was again present throughout the month. Inflation was top of mind and debated by investors as some economic data fueled concerns of a systemic increase in...