by Kenny | Dec 3, 2020 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Question: My father passed away in 2019 and left me an IRA. Will the SECURE Act apply, or will it be grandfathered under the pre-2020 rules? Thank you. Aram Answer: Aram, Since your father passed away in 2019, we will default to... by Kenny | Dec 2, 2020 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education The clock is ticking if you are considering converting your Traditional IRA to a Roth IRA in 2020. More IRA owners are making this move this year as historically low tax rates and COVID-related income losses have... by Kenny | Dec 1, 2020 | Market review and Outlook
-Darren Leavitt, CFA Global markets rallied in November. A historic US election played out as one of Wall Street’s best-case scenarios. Three effective Covid-19 vaccines were announced over the month, which further stocked investor enthusiasm. Third-quarter earnings... 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...