by Kenny | Nov 7, 2018 | IRA BLOG
By Andy Ives CFP®, AIF® IRA Analyst Assisting business owners with the establishment of a new 401K plan brings a multitude of questions. From plan design to investment options to employee education, everything is in play. One common topic of discussion is the plan’s... by Kenny | Nov 5, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Good news for retirement savers! The IRA contribution limit, which was $5,500 for 2018, will rise to $6,000 for 2019. If you are over age 50 in 2019, you will be able to save even more. The limit for those who are age 50 or over in... by Kenny | Nov 4, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Halloween might get less scary as we age, but there are a lot of frightening aspects of retirement in 2018. In fact, recent data on the state of America’s workforce shows just how underprepared for retirement many Americans are. While running out of money, drastic... by Kenny | Nov 1, 2018 | Market review and Outlook
U.S. stock markets closed out the month of October with the largest monthly losses we’ve seen in more than six years. All of 2018’s gains were essentially wiped out over just a few days of trading. Bond markets have been hurt all year as interest rates have continued... by Kenny | Nov 1, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Question: Ed, I have converted a traditional IRA to a Roth this year, also have another Roth opened 10 years ago. Does IRS consider the converted Roth as being opened 10 years ago as far as earnings go? Can I combine the two...