by Francis | Sep 6, 2017 | IRA Blog
Here is a preview of what might come if Hurricane Irma hits the U.S. IRS and the Department of Labor (DOL) have made several announcements regarding various tax and retirement plan rules and deadlines that have been modified to allow relief for Hurricane Harvey...
by Francis | Sep 5, 2017 | IRA Blog
As the flood waters slowly recede in the Houston area, many people are asking themselves how they can help the victims of Hurricane Harvey. For those who have IRAs and are charitably inclined a Qualified Charitable Distribution (QCD) may be one way you can help. QCD...
by Francis | Sep 1, 2017 | Market Review and Outlook
Volatility returned to the markets in August, as a mid-month slump led the S&P 500 down from yet another all-time record high close on August 7th. Concerns about North Korea’s missile launch and the impact of hurricane Harvey eclipsed worries about the impending...
by Francis | Aug 31, 2017 | IRA Blog
This week’s Slott Report Mailbag looks into QCDs, RMDs and inherited IRAs. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: Good afternoon. I have a quick question. Can a Roth...
by Francis | Aug 30, 2017 | IRA Blog
It is important to know what your IRA custodian will tell you and what they will not or cannot tell you. The I in IRA stands for individual and many times it is up to the individual to know things or keep track of them. 1. 60-Day Rollovers – An IRA custodian will not...
by Francis | Aug 28, 2017 | IRA Blog
Education is expensive. If you have children and you are concerned about how you will pay the school bills, you know that you cannot afford to overlook any possible option that may help you save. One savings tool that is frequently overlooked is the Education Savings...
by Francis | Aug 1, 2017 | Market Review and Outlook
During July, the markets yet again continued their march to record territories. The Dow inched closer to 22,000, yet another psychological milestone. When, not if, this level is attained, it will mark the third 1,000-point milestone within a year. The Dow and other...
by Francis | Jun 1, 2017 | Market Review and Outlook
If you “sold in May and went away”, as the saying goes, you would have missed out on another positive month, albeit a minor one. The market proves to be resilient, and political turmoil in Washington and global uncertainty appear to be the only obstacles to continued...
by Francis | May 1, 2017 | Market Review and Outlook
The end of April coincided with the completion of President Trump’s first 100 days in office. Many of the President’s campaign promises, such as the replacement of Obamacare, have yet to transpire, and the tax proposal unveiled last week appeared to lack substance....
by Francis | Apr 28, 2017 | Market Review and Outlook
The markets in March performed like the adage “in like a lion, out like a lamb”, as we finally saw a negative month for both the Dow and S&P 500, the first since last October. The Dow finished down -1.63% and the S&P 500 declined -.86%. On March 21st the Dow...
