by Kenny | Jun 20, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
For nearly a decade, the month of June has served as Annuity Awareness Month, a time to help financial professionals and pre-retirees appreciate the value of a diversified retirement portfolio. During this month, organizations like IALC encourage those planning for... by Kenny | Jun 19, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst The road to retirement is long. Along the way you may need or want to move your retirement funds. Maybe you are leaving a job or maybe you are just looking for a new investment strategy. When the time comes to make a move, you will... by Kenny | Jun 17, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Every single month since January of 2014, Billy Joel has headlined a sold-out show at Madison Square Garden. Demand for tickets to see the Piano Man has not waned. Ticket sell out quickly. Millions of fans will attest that Billy Joel,... by Kenny | Jun 14, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Question: I am over 70.5 and I have to take an IRA minimum distribution or else pay taxes and penalties on scheduled amount. My question is – can I take the mandatory distribution which I will pay taxes on anyway and then... by Kenny | Jun 14, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Bill Benson and his wife had planned to fortify their retirement savings once their children left home, so they’d have enough to travel and relax. But at 68, Benson is still working full-time, and that empty nest he envisioned isn’t so empty. Benson’s eldest daughter...