Stocks Are Low on Gas, But Bonds Are Back June 13, 2022 Weekly Update Andrew Busa, federal reserve, inflation, RMDs, stock market, Weekly Update Please note: This update was prepared on Friday, June 10, 2022, prior to the market’s close. Inflation knocked a brief stock market rally on its heels this week. Friday’s report that food and energy prices drove the consumer price index (CPI) to a four-decade high of 8.6% in May, baffling the consensus … Read Morekeyboard_arrow_right
RMDs and the 10-Year Rule: An IRS Curveball June 13, 2022 Estate Planning 10-year rule, Andrew Busa, IRA, IRS, RMDs This week’s reader question: Can you shed some light on the IRS’ confusing new rule for IRA inheritance? You’re not the only one caught looking after the IRS threw its latest curveball. Their recent guidance was a surprise, and we’ve seen conflicting interpretations in the news and on social media. … Read Morekeyboard_arrow_right
Stocks Are Low on Gas, But Bonds Are Back June 10, 2022 Weekly Update Andrew Busa, federal reserve, inflation, RMDs, stock market, Weekly Update Inflation knocked a brief stock market rally on its heels this week. Friday’s report that food and energy prices drove the consumer price index (CPI) to a four-decade high of 8.6% in May, baffling the consensus that thought inflation would begin to wane, was all Wall Street needed to lean on the … Read Morekeyboard_arrow_right
Tech’s Wild Week Leaves Markets Wobbly May 2, 2022 Weekly Update bonds, charitable giving, gdp, recession, RMDs, technology stocks, Weekly Update Please note: This update was prepared on Friday, April 29, 2022, prior to the market’s close. The stock market Tilt-A-Whirl was in full swing on Wall Street this week and last night’s earnings reports from bellwether tech titans did little to steady the axis. Battered by persistent inflation, supply chain kinks and … Read Morekeyboard_arrow_right
Tech’s Wild Week Leaves Markets Wobbly April 29, 2022 Weekly Update bonds, charitable giving, gdp, recession, RMDs, technology stocks, Weekly Update The stock market Tilt-A-Whirl was in full swing on Wall Street this week and last night’s earnings reports from bellwether tech titans did little to steady the axis. Battered by persistent inflation, supply chain kinks and a return to in-person retail, Amazon reported its first quarterly net loss in seven years. Meanwhile, … Read Morekeyboard_arrow_right
Should I Take My RMDs Early This Year? February 4, 2022 Retirement Kari Wolfson, Retirement, RMDs Investors in retirement know that they have to withdraw a certain amount from tax-deferred retirement accounts every year. When is the best time to do so—as soon as the calendar flips to a new year or waiting until December? Vice President Kari Wolfson shared her advice on taking RMDs in our recent … Listen Nowkeyboard_arrow_right
IRS Extends 2020 RMD Relief Waivers July 10, 2020 Financial Planning CARES act, RMDs, roth ira, tax planning, taxes Two weeks ago, we briefly discussed the IRS notice that offered relief to anyone who took a required minimum distribution (RMD) early in 2020—extending and expanding on a CARES Act waiver that gave people additional time to return that money to retirement accounts, penalty-free. Here’s a little more detail on the key … Read Morekeyboard_arrow_right
Is ‘Guaranteed Lifetime Income’ Good for Investors? June 13, 2019 Adviser Fund Update 401(k), annuities, insurance, IRAs, RMDs, SECURE act House Bill’s ‘Guaranteed Lifetime Income’ Good for Investors or Just Good Politics? For all the talk of political gridlock in the nation’s capital, the House of Representatives has passed a bill meant to benefit investors. Could it make things better for savers like you? Let’s take a look. On May 23, the … Read Morekeyboard_arrow_right