Weekly Market Commentary

Weekly Market Commentary

Jul 27, 2024

-Darren Leavitt, CFA Financial markets traded mixed last week.  News on Sunday that President Biden had decided not to pursue reelection and endorse his Vice President Harris induced a reassessment of the political landscape.  However, the overall reaction in the...

HOW ARE ANNUAL RMDS IN THE 10-YEAR PERIOD CALCULATED?

Jul 25, 2024

By Ian Berger, JD IRA Analyst In the July 22, 2024 Slott Report, my colleague Sarah Brenner explained how the IRS, in its final SECURE Act required minimum distribution (RMD) regulations issued on July 18, did not budge on a controversial position it had taken in its...

REQUIREMENT DURING 10-YEAR RULE STANDS

Jul 25, 2024

By Sarah Brenner, JD Director of Retirement Education   On July 18, 2024, the IRS issued final required minimum distribution (RMD) regulations under the 2020 SECURE Act. The newly issued regulations fine-tune existing rules for trust beneficiaries and aggregation...
6 Steps to Tune Up Your Retirement Finances

6 Steps to Tune Up Your Retirement Finances

Jul 25, 2024

Navigating retirement can be overwhelming given uncertainties like market volatility, inflation, life expectancy and the state of Social Security. Like having a mechanic give your car a periodic once-over, regularly reviewing your spending and saving can help keep...
Weekly Market Commentary

Weekly Market Commentary

Jul 21, 2024

It was a very busy week on Wall Street as investors seemed inclined to rotate out of Mega-cap tech and into this year’s laggards.  A failed assassination attempt on former President Donald Trump last Saturday in Pennsylvania only bolstered his chances for reelection...