by fwsadmin | Jan 9, 2022 | Uncategorized
Weekly Market Commentary – 1/7/2022 -Darren Leavitt, CFA US financial markets fell in the first week of 2022 after the S&P 500 hit an all-time high on Monday. The release of the December Federal Open Market Committee minutes revealed a much more hawkish Fed....
by fwsadmin | Jan 7, 2022 | Uncategorized
Understanding the various types of annuities and how they work If you are considering buying an annuity to provide steady income during retirement, it’s important to understand the different types and how they work. Here’s a look at the fundamentals of...
by fwsadmin | Jan 6, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst Question: Has the IRS clarified the 10-year rule on inherited IRAs? Do you have to take RMDs each year or can you wait until the 10th year? Also, does this rule apply to inherited Roth IRAs? Thanks, Daniel Answer: Hi Daniel, Yes, the IRS...
by fwsadmin | Jan 5, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The IRS has released new life expectancy tables for calculating required minimum distributions (RMDs) for 2022. The most commonly used tables are the Uniform Lifetime and the Single Life Expectancy Tables. The...
by fwsadmin | Jan 3, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst Welcome to 2022! One of the big changes in the retirement account world this year will be the calculation of required minimum distributions (RMDs). RMDs for IRA owners and plan participants are calculated using life expectancies from IRS...