Industry Events
Heirs Seeking Answers to Newly Shortened Life Span on Inherited (Formerly “Stretch”) IRAs
New rules for inherited IRAs have the heirs to these IRAs scrambling for solutions. Prior to the passage of the SECURE Act of 2019, heirs had their entire life span to take withdrawals from their inherited accounts. As of December 2019, however, the “stretch period”...
Women Living Longer, Saving Less for Retirement than Men
According to a recent study from Bank of America Merrill Lynch, women are living an average of five years longer than men but accumulating about $70,000 less for their retirement. The study, the “2019 Bank of America Merrill Lynch Workplace Benefits Report,” indicated...
Investors Watch Wall Street’s Coronavirus Response for Market Cues
In early 2020, it became clear that the novel coronavirus (COVID-19) was going to create a serious problem for the global economy. The question for many U.S. investors was more localized: How would it affect Wall Street’s historic run upward under the presidency of...

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