by Kenny | Jul 9, 2025 | Weekly Newsletter
Social Security is one of the most essential yet misunderstood pieces of the American retirement puzzle. With all the recent headlines, ranging from benefit increases and new payment rules to potential tax reforms under the Trump administration, many retirees and...
by Kenny | Jul 9, 2025 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Hopefully Ed Slott and Company is your trusted, go-to source for all things IRA and retirement plan related. Let’s be clear about the “One Big Beautiful Bill Act of 2025” (OBBBA), enacted on July 4. There is no “SECURE 3.0” in this...
by Kenny | Jul 7, 2025 | IRA Blog
By Ian Berger, JD IRA Analyst Most company retirement savings plans, such as 401(k), 403(b) and 457(b) plans, are allowed to (but not required to) offer plan loans. According to a survey by the Employee Benefits Research Institute, as of the end of 2022, 52% of 401(k)...
by Kenny | Jul 7, 2025 | Weekly Market Commentary
The holiday-shortened week produced another week of gains for US equity indices. The S&P 500 was up 10.6 % in the 2nd quarter, while the NASDAQ composite rose 17.8%. Trump’s reconciliation bill was passed by the Senate and subsequently approved by the House,...
by Kenny | Jul 3, 2025 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: Can an IRA beneficiary do a 60-day rollover? Answer: Only a spouse beneficiary can do a 60-day rollover from an inherited IRA if the funds are moving into an IRA in her own name. If a nonspouse...
