by Kenny | Jan 31, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Question: Client passed in the middle of December 2018, but did not take her RMD. We are setting up beneficiary IRA accounts. We will be moving assets over to the beneficiary IRA accounts and then the beneficiary will take the... by Kenny | Jan 30, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Not all contributions to IRAs belong there. When a contribution is not permitted in an IRA, it is an excess contribution and needs to be fixed. The bad news is that excess contributions happen easily and often. The good news is that if... by Kenny | Jan 30, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
The last two decades mark a distinct time of change, even in the retirement landscape. As we continue to start 2019 off on the right foot, it is important to keep in mind current retirement trends that could affect our overall well-being during our golden years. So... by Kenny | Jan 28, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst There are a number of ways an individual can avoid the 10% early withdrawal penalty from their IRA or employer work plan. Some exceptions apply specifically to IRAs (i.e. higher education; first-time home buyer, etc.) and others... by Kenny | Jan 24, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Question: Hi I have a question about 72t “If” I am 45 years old, and calculate the amount to withdraw from my ira under 72t via the RMD method, I understand that I must continue calculating the withdrawal via the RMD method...