Blog

Snapshot March 30, 2020

Market Review: Week Ending 3/20/2020 Despite falling 3.4% on Friday, the S&P 500 Index gained 10.3% last week to close at 2541, registering the largest weekly gain since March 2009.1 At its trough on Monday, the S&P 500 had dropped 36%…
March 31, 2020
Retirement

The IRA Had a Birthday Last Month

The IRA can provide many gifts as part of a comprehensive retirement plan. The Individual Retirement Account (IRA) turned 45 on Labor Day. On September 2, 1974, the Employee Retirement Income Security Act, or ERISA, was enacted into law, introducing…
October 24, 2019
Tax planning

Are your Social Security benefits taxable?

The answer is: Yes, sometimes. If you don’t have significant income in retirement besides Social Security benefits, then you probably won’t owe taxes on your benefits. But if you have large amounts saved up in tax-deferred vehicles like 401(k)s, you…
April 18, 2019