by Kenny | Feb 24, 2025 | Weekly Newsletter
Important Tasks & Decisions for Each Phase of Retirement Planning Retirement. It tends to be a catch-all word that generally refers to the light at the end of the tunnel after years of hard work. It’s a time to enjoy the things in life that matter the most, like...
by Kenny | Feb 23, 2025 | Weekly Market Commentary
-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 hit all-time highs, but late in the week, the move abruptly succumbed to consolidation pressure. Investors are worried about valuations, trade tensions, inflation, and declining consumer sentiment. A...
by Kenny | Feb 20, 2025 | IRA Blog
By Ian Berger, JD IRA Analyst Question: Dear Ed Slott and America’s IRA Experts, I have a rollover traditional IRA that was set up when I left my last job. I am no longer employed, so I don’t have any earned income. My husband works full time, and our filing...
by Kenny | Feb 19, 2025 | IRA Blog
By Ian Berger, JD IRA Analyst One important provision of the 2022 SECURE 2.0 law is the requirement that most new 401(k) and 403(b) plans must institute automatic enrollment. This rule is effective for plan years beginning after December 31, 2024. A “plan year”...
by Kenny | Feb 17, 2025 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Tax season is upon us! This is the time of year when many people consider making a contribution to an IRA. If you are thinking about doing so, here are 10 things you need to know. You can still make an IRA...
