by Kenny | Apr 14, 2025 | IRA Blog
By Ian Berger, JD IRA Analyst In the 2022 SECURE 2.0 legislation, Congress gave the IRS two years – until December 29, 2024 – to come up with rules allowing IRA owners to fix certain mistakes through self-correction. Alas, December 29, 2024 has now come and...
by Kenny | Apr 13, 2025 | Weekly Market Commentary
-Darren Leavitt, CFA Wow, what a week on Wall Street. Continued uncertainty regarding trade policy induced massive swings in the equity, bond, commodity, and currency markets. A 7% intraday swing in the S&P 500 on Monday was superseded by a 10.8% intraday move...
by Kenny | Apr 10, 2025 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: A 401(k) plan participant over age 73 wants to roll over his account to a new IRA. I understand that he must take a required minimum distribution (RMD) before the rollover. Is an additional RMD required in the same...
by Kenny | Apr 10, 2025 | Weekly Newsletter
2025 may seem like a bad year to retire if you’re looking at the stock market alone. But that’s not the only consideration. It sure seems like a bad year to retire. The stock markets are falling, taking 401(k) balances along with it, tariffs are in place,...
by Kenny | Apr 9, 2025 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Recent turmoil in the markets has hit many retirement savers hard as they see their IRA and 401(k) balances rapidly shrinking. For many, the age-old advice to stay the course for the long term and not cash...
