by fwsadmin | Mar 10, 2022 | Uncategorized
What You Need to Know The government is confusing. Stock market gains are high, for now. The Secure Act is turning employer-sponsored retirement plans into income-planning educators. Have you ever experienced the solution to a problem being in plain sight, only to...
by fwsadmin | Mar 10, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst Question: Ed, I read your 2/28/22 Slott Report on the updated SECURE Act information for non-eligible designated beneficiaries (non-EDBs) that requires annual RMDs to continue if the original owner was taking them prior to his death and...
by fwsadmin | Mar 9, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Roth IRAs have always been a great retirement savings tool. While pre-tax retirement accounts allow tax deferred savings, a Roth IRA promises tax-free benefits. They allow you to receive years of earnings in...
by fwsadmin | Mar 7, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst The part of the new IRS SECURE Act regulations causing the most reaction is the one requiring annual required minimum distributions (RMDs) for some IRA or workplace plan beneficiaries subject to the 10-year payment rule. Under the SECURE...
by fwsadmin | Mar 7, 2022 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary -3/4/2022 -Darren Leavitt, CFA Financial markets continued to be volatile as investors assessed the ramifications of the ongoing war in Ukraine. International sanctions roiled the Russian ruble and kept the Russian equity markets closed. ...