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...
by fwsadmin | Sep 1, 2021 | Uncategorized
-Darren Leavitt, CFA Global markets rallied in August as economic data revealed strength across the globe. However, delta variant infection rates soared during the month, especially in unvaccinated populations, which dampened sentiment and global growth...
by fwsadmin | Aug 31, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The other day an advisor called us with an issue that comes up frequently, especially in these tumultuous times. His client had made an IRA contribution for 2021 and was planning on deducting that contribution....
by fwsadmin | Aug 30, 2021 | Uncategorized
Weekly Market Commentary – 8/27/2021 -Darren Leavitt, CFA It was a hectic news week. The S&P 500 and NASDAQ hit a set of new all-time highs as Wall Street and global central banks focused on Federal Reserve rhetoric from the virtual economic symposium at...