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. ...
by fwsadmin | Mar 3, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: Hello. I was reading the 2/28/22 edition of the Slott Report and noticed the section titled “Beneficiaries Hit w/Annual RMDs and the 10-Year Rule.” It was my understanding that starting 1/1/20, most...
by fwsadmin | Mar 2, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst The 275 pages of proposed SECURE Act regulations, released by the IRS on February 23, are chock full of little details. Each of these tidbits will have some impact on particular IRA owners and retirement account participants. One...
by fwsadmin | Mar 2, 2022 | Uncategorized
As volatility creeps back into the marketplace the need for the guarantees that only annuities provide is only going to increase. Retire with $500,000 but Spend Like a Millionaire Inflation (CPI) went up 7 percent in 2021, the highest annual inflation increase since...