by fwsadmin | Sep 8, 2021 | IRA Blog
By Ian Berger, JD IRA Analyst What if you have an IRA with your spouse as primary beneficiary, get divorced without changing your beneficiary and then die? Who inherits your IRA benefits. If you live in one of the 26 states (as of June 2018) that have...
by fwsadmin | Sep 6, 2021 | Uncategorized
Weekly Market Commentary – 9/3/2021 -Darren Leavitt, CFA Mega-cap technology issues pushed markets to another set of all-time highs in front of the Labor Day weekend holiday as traders rotated out of issues tied to the reflation trade. Ironically, growth issues...
by fwsadmin | Sep 4, 2021 | Uncategorized
Most people over 65 will eventually need some form of paid care. Here are some ways to plan ahead. Many people are frightened of long-term care costs — for good reason. Most people over 65 eventually will need help with daily living tasks, such as bathing, eating or...
by fwsadmin | Sep 2, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Question: I appreciate all of the information you pass along, both through PBS and now through the American College. In one of your recent presentations, you discussed QCDs and their often-overlooked value. I recommend QCDs to...
by fwsadmin | Sep 1, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Yes, you are allowed to own real estate in an IRA. Of course, not every IRA custodian will accommodate such an investment, but that doesn’t mean it is forbidden. If you want to own a beach house in your IRA, or a commercial...