by fwsadmin | Jul 14, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Question: Is there a required minimum distribution (RMD) on a self-directed IRA? Answer: A “self-directed IRA” is nothing more than an IRA that invests in unconventional items that not all custodians will handle – like maybe crypto...
by fwsadmin | Jul 13, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Conduit IRAs, sometimes called “rollover IRAs,” typically contained only money rolled over from a company plan – and subsequent earnings on those dollars. But a 2001 tax law (Economic Growth and Tax Relief Reconciliation Act...
by fwsadmin | Jul 11, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education A Qualified Charitable Distribution (QCD) is a way for you to move funds out of your IRA to a qualifying charity income-tax free. If you are thinking this might be a good strategy for you, here are 4 QCD rules that...
by fwsadmin | Jul 11, 2022 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 7/8/2022 -Darren Leavitt, CFA The holiday-shortened week saw the US stock market bounce while US Treasuries gave up the bulk of their prior weeks’ gains. Economic data was highlighted by the June Employment Situation report that...
by fwsadmin | Jul 8, 2022 | Uncategorized
Caregivers can play a key role in keeping criminals at bay It’s a sad fact of life: Criminals target older Americans for fraud. Many older folks have nest eggs. Cybersecurity is not their second language. They came of age during more trusting times. And they may be...