by Kenny | May 1, 2019 | Market review and Outlook
Market Review April 2019 -Darren Leavitt, CFA Global risk assets continued to rally in April. First quarter earnings are coming in better than expected, Central banks around the globe remain accommodative, economic data saw improvement, US & China trade... by Kenny | May 1, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
10,000 simulations highlight impact of guaranteed income for retirees “If the hard numbers and math don’t convince you, then take it right from the source. Retirees who had purchased an annuity are more confident than those without one” The research looked at how... by Kenny | Apr 30, 2019 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Net Unrealized Appreciation (“NUA”) is a powerful tool that people with employer stock in company plans should be aware of. Under this tax concept, the gains on the employer stock that are distributed according to the NUA rules... by Kenny | Apr 25, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Question: My sister is 72 years old and quite philanthropic. Much of her traditional IRA RMD she donates to various charities. Is it possible for her to instruct the IRA trustee to send the money directly from her IRA account to the... by Kenny | Apr 24, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst The House Ways and Means Committee recently passed the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act). This bill includes a number of measures designed to strengthen retirement savings. With regard...