News & Press
When Donating to Charity From an IRA, Beware of These Tax Traps
Have you checked your investments lately? Here's what to change after a rough 6 months
IMA's Katsenelson: Don't let the bear market shrink your time horizon
Crossmark's Fernandez: Buy on dips to position for recession in late '23
Victoria Fernandez, chief market strategist at Crossmark Global Investments, says that a recession is coming, but it's not imminent due to the economy's underlying strengths, including active consumers, corporate balance sheets and the labor market. While waiting for a recession to arrive late next year, Fernandez says investors should be taking advantage of down days in the market to buy up names that are on sale and better balance a portfolio to get through trouble.
Kiplinger's Personal Finance: Family finances: IRS proposes tougher rules for inherited IRAs
You’re Never Too Young for a Roth I.R.A.
Should Your IRA Include Real-Estate Investments?
Given the turmoil in the markets, I’m worried about my IRA. I’m looking for investments other than stocks and bonds that might work for me. What are your thoughts about buying and holding real estate inside an IRA?
Ed Slott: IRS’ Secure Act RMD Regs Are Effective Now; Here’s How to Proceed
The IRS’ recently released proposed regulations on how to handle required minimum distributions under the Setting Every Community Up for Retirement Enhancement (Secure) Act of 2019 are effective now.
While the IRS’ recently released regs “are called ‘proposed’ regulations, they are not like proposed tax laws which are not effective until signed into law,” Ed Slott of Ed Slott & Co. told ThinkAdvisor in a recent email.