by Kenny | Jan 2, 2025 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: Hello, Our daughter (age 50) is the sole beneficiary of her husband’s (age 52) IRA due to his death in April 2024. Is there a time limit for when she must either take ownership or roll it...
by Kenny | Dec 30, 2024 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst I counted them. This year the Slott Report published 101 blog articles. While other sites add “pay-for-content” firewalls, we continue to pump out incredibly valuable and important information, week after week, totally free...
by Kenny | Dec 28, 2024 | Weekly Market Commentary
-Darren Leavitt, CFA Market action was mixed in a holiday-shortened week of trade. The Santa Clause rally, which runs for the last five trading sessions of the year through the first two trading sessions of the New Year, kicked off with gains from mega-cap...
by Kenny | Dec 27, 2024 | Weekly Newsletter
Key Takeaways A recent Gallup poll showed most Americans feel they are worse off today than four years ago. Data on household finances show that things have changed dramatically since September 2020, when the COVID-19 pandemic was affecting the economy. Americans have...
by Kenny | Dec 23, 2024 | IRA Blog
By Ian Berger, JD IRA Analyst This is the time of year for good cheer and holiday wishes. In keeping with those traditions, here are some cheers and wishes for the IRS and Congress: Cheers to the IRS: Yes, it did take the IRS 4½ years to issue final required...
