by Kenny | Sep 6, 2018 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer... by Kenny | Sep 6, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Question: Hi Read your column in the Chicago Tribune and have learned a lot. I have a question I don’t think you have addressed. I have multiple Roth IRA’s that I converted years ago, paid the taxes and they are... by Kenny | Sep 5, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Every so often, the IRS or the courts remind us that the exceptions to the 10% early distribution penalty are narrowly interpreted. That means if your situation doesn’t fit the letter of the law to a “t,” then the exception will... by Kenny | Sep 4, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst You may understand the basics of how an HSA works. The fundamental premise is not so complicated. If you have a qualifying high deductible health plan you may contribute to an HSA. Then, you can take tax-free distributions to pay for... by Kenny | Sep 1, 2018 | Market review and Outlook
The US equity markets closed the month of August with gains despite apprehension concerning trade policy. The S&P 500, NASDAQ, and Russell 2000 all reached new highs during the month. The S&P 500 had its best August performance since 2014, while the NASDAQ...