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...
August Market Review and Outlook
Volatility returned to the markets in August, as a mid-month slump led the S&P 500 down from...
July Market Review and Outlook
During July, the markets yet again continued their march to record territories. The Dow inched...
June Market Review and Outlook
If you “sold in May and went away”, as the saying goes, you would have missed out on another...
May Market Review and Outlook
The end of April coincided with the completion of President Trump’s first 100 days in office. Many...
April Market Review and Outlook
The markets in March performed like the adage “in like a lion, out like a lamb”, as we finally saw...
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