by Kenny | Aug 24, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Question: To whom it may concern, Quick question. Client’s daughter died at age 41. Client is age 71. Can she combo her daughter’s 401k into her current Traditional IRA since she has to take RMD’s on the traditional and a... by Kenny | Aug 23, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Indexed Annuity Leadership Council Every August 21 we honor our seniors and recognize their achievements to society. This tradition began in 1988 when former President Ronald Reagan declared August 21 to be National Senior Citizens Day. Prior to this declaration, many... by Kenny | Aug 22, 2018 | IRA BLOG
By Beverly DeVeny IRA Analyst For years we saw and heard the commercials – rollover your 401(k) to an IRA. They suggested that this was the only option – and the best option – for you. But it was not the only option; and it might not be the best option for you. Here... by Kenny | Aug 20, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst One of the most important things you learn in law school is how the law is structured. You are better able to analyze the rule (and predict outcomes) when you understand how it is was created and how is has been treated ever... by Kenny | Aug 16, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
With pennies in your back pocket and dollars in the couch, money may seem like it’s virtually everywhere. But, do you know when this phenomenon first began? In 1786, 232 years ago today, Congress established the U.S. monetary system. However, the first U.S. dollar was...