by fwsadmin | Jun 24, 2021 | Uncategorized
Ian Berger, JD IRA Analyst Question: I rolled over an IRA in March 2021 from an TD Ameritrade institutional account to a TD Ameritrade retail account. I currently would like to do a 60-day short-term rollover. Would this not be allowed because of the one rollover per...
by fwsadmin | Jun 23, 2021 | Uncategorized
Sarah Brenner, JD Director of Retirement Education The pandemic has upended the workplace and caused many people to rethink their career path. For some older workers this may mean considering early retirement. For those workers, access to retirement savings can be...
by fwsadmin | Jun 21, 2021 | Uncategorized
-Darren Leavitt, CFA US equity indices fell across the board for the week on a more hawkish than expected statement from the Federal Reserve’s Open Market committee meeting. In the Q&A after the release of the FOMC statement, Fed Chairman Jerome Powell...
by fwsadmin | Jun 21, 2021 | Uncategorized
Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport In the June 16, 2021 Slott Report, we discussed how an in-service distribution made in the year of separation from service can inadvertently create an excess IRA contribution if that distribution is...
by fwsadmin | Jun 17, 2021 | Uncategorized
Sarah Brenner, JD Director of Retirement Education Question: A client of mine born in 1952 passed away in March 2021 and the IRA passed to her mother who is 91 years old. So, the 10 year rule applies to liquidate the IRA as she is not an eligible designated...