by Kenny | Jun 8, 2020 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst The King of the Land wanted to send 100,000 of his greatest warriors off to battle. However, he was told that 20,000 of the warriors needed to remain behind to protect the castle. The King of the Land did not like this news. He... by Kenny | Jun 6, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
The Washington Post spoke to six Americans who have come to the end of their work lives with no financial cushion, no nest egg. The coronavirus pandemic has scrambled many Americans’ financial futures, but some baby boomers have found surprising ways to cope with the... by Kenny | Jun 4, 2020 | IRA BLOG
By Ian Berger, JD IRA Analyst Question: I understand that I don’t have to take any RMDs during 2020. However, is the CARES Act rule that it is an-all-or-nothing for RMDs or can I take a portion of my RMD for 2020 but not all John Answer: Hi John, Since RMDs are... by Kenny | Jun 3, 2020 | IRA BLOG
By Ian Berger, JD IRA Analyst As a result of the current economic downturn, we can expect more and more companies to offer lump sum buyouts to employees with defined benefit (DB) plan benefits. A lump sum buyout is a limited opportunity for DB plan participants to... by Kenny | Jun 1, 2020 | Market review and Outlook
-Darren Leavitt, CFA Financial Markets continued to rebound nicely in May as economies around the globe started to reopen. There were also constructive news headlines related to effective coronavirus therapies and positive data on some early-stage results for...