by Kenny | Sep 13, 2026 | Uncategorized
US equity markets fell in the holiday-shortened week as oil prices surpassed $100 a barrel, raising inflation concerns and pushing interest rates higher. Additionally, elevated inflation data announced during the week increased the likelihood that the Federal Reserve...
by Kenny | Sep 10, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I am age 74 and inherited both a traditional IRA and a Roth IRA from my older sister who recently died. Can I do a conversion from the inherited IRA into the inherited Roth IRA? Daniel ANSWER: Daniel, Non-spouse...
by Kenny | Sep 10, 2026 | Weekly Newsletter
Retirement planning is about more than reaching a particular savings goal. Even a substantial portfolio can face pressure from risks that are easy to underestimate—including market volatility, inflation, rising healthcare costs, and the possibility of living longer...
by Kenny | Sep 9, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst A Slott Report article from April 20, 2026, reported that a number of states intended to tax Trump accounts less favorably than they are taxed under the federal tax code, and others were undecided about state tax treatment. Since then,...
by Kenny | Sep 7, 2026 | Uncategorized
Markets finished the week mixed as investors assessed the escalation of tensions between the US and Iran and recalibrated expectations of Federal Reserve monetary policy. The week started with sharp declines after the US hit targets on an island in the Strait of...
