by Kenny | May 3, 2018 | IRA BLOG
Question: I want to leave my IRA accounts (money) to various charities. Should the beneficiary of these accounts be “my estate”? Jean Answer: Hi Jean, It is wonderful that you are charitably inclined. Instead of naming your estate as the beneficiary of your... by Kenny | May 1, 2018 | Market review and Outlook
All of the major US stock indices had positive returns for the month of April, as strong earnings reports allowed the markets to regain some of the earlier losses due to proposed tariffs and interest rate increase concerns. During the month, concerns about a hawkish... by Kenny | Apr 30, 2018 | IRA BLOG
If you have a Health Savings Account (HSA) with family coverage, determining your 2018 contribution limit has been an adventure. This in one of the many unintended consequences of the Tax Cuts and Jobs Act (TCJA). Many of the HSA limits are indexed annually for... by Kenny | Apr 26, 2018 | IRA BLOG
Question: Can you please advise regarding the following: I’m 63 years old and am required to take a yearly RMD [required minimum distribution] from my deceased Mom’s IRA (BDA). In order to save on taxes, am I allowed to have my financial institution send the RMD... by Kenny | Apr 25, 2018 | IRA BLOG
Beware of making these 3 mistakes with your IRA… 1. Late Investments If, like so many people, you made your IRA contribution for 2017 only recently in 2018, just before the 2017 tax return filing deadline, you missed earning up to 15 months of pre-tax...