Oct 6, 2024
-Darren Leavitt, CFA The S&P 500 closed higher for a fourth consecutive quarter, the first time it has done so since 2011. Investors continued to face a challenging macro environment. Escalating tensions in the Middle East, a Longshoremen’s strike, the aftermath...
Oct 4, 2024
Today, more Americans than ever are choosing Medicare Advantage for affordable, quality health care — with over 33 million seniors and people with disabilities enrolled in the program. BMA wanted to learn more about seniors’ views on Medicare Advantage and how...
Oct 3, 2024
Summary – However, almost 8 in 10 workers and 7 in 10 retirees are concerned that the U. S. government could make significant changes to the American retirement system – A new report published today from the 34th annual Retirement Confidence Survey finds...Oct 2, 2024
By Andy Ives, CFP®, AIF® IRA Analyst When a traditional IRA owner wants to convert all or a portion of his account to a Roth IRA, he needs to think long and hard about the transaction. For example, some questions to consider: 1. When will this money be needed?...Sep 30, 2024
By Ian Berger, JD IRA Analyst A big change made by the SECURE 2.0 Act of 2022 was adding a new statute of limitations (SOL) for the IRS to assess penalties for missed required minimum distributions (RMDs) and excess IRA contributions. On its face, it looks like...