by Kenny | Nov 18, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Earlier this month, a tax notification service released information declaring that “North Carolina Governor Roy Cooper signed legislation allowing an income exclusion for distributions from individual retirement accounts (IRAs) to... by Kenny | Nov 14, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Question: Hello Ed, I have received differing views on making a 401(k) conversion to a Roth IRA. I’m a 64 year old retired federal employee and plan to transfer all my funds from the TSP to my traditional IRA. From there I plan... by Kenny | Nov 14, 2019 | Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Ensure you have the financial security to be in control of your retirement. Before determining if an FIA is right for your portfolio, make sure you understand the specific product features and if the benefits ladder into your goals. If you… have a retirement plan in... by Kenny | Nov 14, 2019 | Uncategorized
Ensure you have the financial security to be in control of your retirement. Before determining if an FIA is right for your portfolio, make sure you understand the specific product features and if the benefits ladder into your goals. If you… have a retirement plan in... by Kenny | Nov 13, 2019 | IRA BLOG
By Ian Berger, JD IRA Analyst Many 401(k) plans must pass two annual nondiscrimination tests: the ADP test and the ACP test. The November 11 Slott Report discusses the ADP test. This Slott Report tackles the ACP test and the options available to 401(k) plans that fail...