by Kenny | Dec 20, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Every New Year we think about our resolutions, which typically includes some promise to better ourselves. Pledging to go the gym more, eat healthier, be more active, spend additional time with friends and family, and decrease our social media intake, are a few that... by Kenny | Dec 20, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Question: Hello IRAHelp, I have a copy of Your Complete Retirement Planning Road Map and find it to be an extremely useful resource. I have uncertainty regarding optimum means for funding a Health Savings Account (HSA). I am 61. In... by Kenny | Dec 19, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst In mid-November 2018, the IRS issued proposed regulations altering some of the rules governing hardship distributions from 401(k) and 403(b) plans. Most of the rules weren’t new; instead the IRS adopted changes that were issued... by Kenny | Dec 17, 2018 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Jerry sells widgets for the ACME Widget Company. Jerry is a hard-working employee who participates in the ACME Widget Company 401(k) Plan. Jerry also contributes annually to an IRA account at a local bank. The widget business is a... by Kenny | Dec 13, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Question: Hello Mr. Slott, Thanks for your educational broadcasts. I have run into something that might hold your interest. In two separate situations I have asked that retirement checks be made payable to an IRA at another large...