5 HSA BENEFITS THAT MAY SURPRISE YOU

By Sarah Brenner, JD Director of Retirement Educations You may be familiar with Health Savings Accounts (HSAs). These accounts have been around now for a while. They work with high deductible health insurance and are known for their triple tax benefits. Contributions...

A SYLLABUS ON PENALTY-FREE IRA WITHDRAWALS FOR HIGHER EDUCATION EXPENSES

By Ian Berger, JD IRA Analyst It’s that time of the year! College bills for the Fall semester are arriving, and you may be thinking of tapping into your retirement savings to help with the costs. If you’re under age 59 ½, be careful. Your withdrawal may be subject to...

Weekly Market Commentary

Weekly Market Commentary – 7/23/2021 -Darren Leavitt, CFA US Financial markets started the week off much as it had ended the prior week, in the red.  A continuation of the peak growth narrative catalyzed further by increased Covid infection rates stemming from...

4 ways to save enough now to retire in 10 years

If you want to retire in 10 years, it might be possible. But it’ll require some work. Getting your finances in order now can help you meet your goal later. While everyone has a different budget and circumstances, it might be possible to retire comfortably sooner...

IRA BENEFICIARIES AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG

By Sarah Brenner, JD Director of Retirement Education Question: Hi, I have a client who died in 2021 before taking his 2021 RMD. He designated various charities as beneficiaries of his IRA. The IRA custodian is advising the executor to take the RMD, however according...