by Kenny | Apr 15, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Making a retirement plan requires more knowledge than you might think. You’ll need to understand how inflation affects your investment account; how much income Social Security provides, and how much you need to subsidize it; and how much you can withdraw from... by Kenny | Apr 14, 2022 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education Question: Hello, Client (72) has recently inherited a “Beneficiary IRA” account. My question is for next year: Can she use qualified charitable distributions for her beneficiary IRA? Thank you, Kathy Answer: Hi... by Kenny | Apr 13, 2022 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst The deadline for filing your 2021 tax return is this Monday, April 18. It is extended through the weekend because IRS offices in Washington DC are closed on Friday, April 15, in observance of the locally recognized Emancipation... by Kenny | Apr 11, 2022 | IRA BLOG
By Sarah Brenner, JD Director of Retirement Education The SECURE Act was signed into law in late December of 2019. This new law upended the rules for retirement accounts. With it came many questions, and IRS guidance was eagerly anticipated. Finally, on February 23,... by Kenny | Apr 7, 2022 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Question: I have a non-spousal inherited IRA account. Once I take out my RMD for the year, am I able to take out excess funds and roll those into a Roth account? Thank you. Answer: Inherited IRA accounts do not follow all the same...