by Kenny | Jun 3, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst SIMPLE IRAs are not so simple. One factor that makes SIMPLE IRAs tricky is that they are subject to unique rules, found nowhere else in the tax code, such as the two-year holding period. Two-Year Holding Period When does the two-year... by Kenny | Jun 1, 2019 | Market review and Outlook
Market Review May 2019 -Darren Leavitt, CFA Equity markets did an about-face in May with the S&P 500 inking its first monthly loss of 2109. Investors fled risk assets for safe-haven US treasuries as trade negotiations between the US and China soured. Trade... by Kenny | May 30, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Question: IRA HELP, I’ve got a client who is retiring early. He has roughly $1,000,000 in an IRA now which he could initiate a 72(t) with. That will not generate enough cash flow to support their needs. He also has an additional... by Kenny | May 29, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
DES MOINES, Iowa–(BUSINESS WIRE)–The simulations have been run and the numbers have been crunched: annuities help improve retirement outcomes compared to investments alone. “Workers show strong interest in guaranteed income1, but one-third of individuals... by Kenny | May 29, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst The IRS has announced the 2020 inflation-adjusted limits for Health Savings Accounts (HSAs). How an HSA Works An HSA is a tax-free account that is used to pay for qualified medical expenses that aren’t covered by insurance. It is...