Blog Posts
PART 1: INHERITED ROTH IRA BY NON-SPOUSE BENEFICIARY – 5-YEAR CLOCK ISSUES?
By Andy Ives, CFP®, AIF® IRA Analyst When an IRA owner does a Roth conversion, there is typically a 5-year clock for the earnings on the converted dollars to be tax free. If a person already had a Roth IRA for 5 years AND is over 59 ½, there is no conversion...
February Market Review and Outlook
What a difference a month makes! 2018 began with strong gains, only to see much of those gains...
January Market Review and Outlook
2018 is off to a good start, as during the month of January the major indices were setting records...
December Market Review and Outlook
While the year didn’t officially end until December 31st, the markets broke out the party hats...
November Market Review and Outlook
Back in February, the Dow Jones Industrial Average crossed and maintained the psychological 20,000...
October Market Review and Outlook
October has often been a spooky month for the markets. This past month we marked the 30th...
September Market Review and Outlook
September has historically been the worst month for the stock market, but this year was an...
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