A WISH LIST FOR THE IRS BENEFICIARY RMD FINAL REGULATIONS

Jun 12, 2024

After more than two years, we might actually soon be getting answers from the IRS on several important unanswered questions concerning required minimum distributions (RMDs) for those who inherit IRAs or company plan accounts. The 2019 SECURE Act completely changed the...
‘What Does Retirement Even Look Like?’

‘What Does Retirement Even Look Like?’

Jun 12, 2024

For older parents of adult children with disabilities, focus stays on caring for kids Jeanne Piorkowski looks forward to having more time in retirement to navigate the dense bureaucracy of forms, benefits and programs she can already rattle off like an expert. But she...

THE SLOTT REPORT TAKES ON AI

Jun 10, 2024

We are surrounded with information – and misinformation. Finding accurate up-to-date facts is increasingly difficult. Do an internet search and you will likely run into obsolete websites that have not been updated in years, paywalls demanding you subscribe before...

Weekly Market Commentary

Jun 9, 2024

-Darren Leavitt, CFA The S&P 500 inked its twenty-fifth all-time high for the year, with outperformance coming from the mega-cap technology names.  The Vanguard Mega-Cap Growth ETF was up 3.3% for the week. NVidia and AMD started the week with new product...