Sep 15, 2024
-Darren Leavitt, CFA Markets bounced back nicely in the second week of September. It was an intriguing week of trade with several undercurrents to consider. The first and likely only Presidential debate between Harris and Trump appeared to be won by Harris, although...
Sep 13, 2024
Expensive medications? You’ll save thousands. Dementia or mental health care? More options Key takeaways Changes from Inflation Reduction Act will take effect next year. Lower out-of-pocket limit in Part D drug plans erases old “donut hole.” You may find weight loss...Sep 12, 2024
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I inherited a traditional IRA from my mother in 2024. She passed before her required beginning date (RBD.) I know that I fall under the 10-year rule. The question is, do I need to start required minimum distributions...
Sep 12, 2024
Saving and investing early, often, and continuously throughout your entire working career is absolutely critical to securing your financial future in retirement. Making contributions to your 401(k) or IRA provides tax benefits, allowing you to defer taxes owed on your...Sep 11, 2024
By Andy Ives, CFP®, AIF® IRA Analyst Workplace retirement plans – like a 401(k) – can hold different types of dollars. Typically, a 401(k) will have a pre-tax bucket and a Roth bucket. Occasionally, a plan will have a third bucket to hold after-tax (non-Roth) money.... 
