by Kenny | Nov 16, 2020 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst With Veterans Day being just last week, an overview of two military retirement benefits felt like an all-important and appropriate topic of discussion. One benefit pertains to a penalty exception for accessing retirement dollars... by Kenny | Nov 13, 2020 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
It’s a way to hedge against uncertainty The COVID-19 pandemic is making many Americans — whether they’re approaching retirement age or just starting out in their career — anxious about their finances, and retirement savings and plans. As a result, people are... by Kenny | Nov 12, 2020 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education Question: Is there any problem with someone who is self-employed and has an active SEP making a deductible SEP contribution and an IRA QCD after age 70 1/2? In this case, the QCD would come from the IRA while the... by Kenny | Nov 11, 2020 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education Both Roth 401(k)s and Roth IRAs offer the ability to make after-tax contributions now in exchange for tax-free earnings down the road if the rules are followed. However, there are some important differences between... by Kenny | Nov 9, 2020 | IRA BLOG
By Ian Berger, JD IRA Analyst Good news! You can look forward to somewhat smaller required minimum distributions (RMDs) from your IRA and company retirement savings plan beginning in 2022. That’s because, on November 6, the IRS released new life expectancy tables that...