Required Retirement Account Distributions: Changes You Need to Know
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 changed the rules for taking distributions from retirement accounts inherited after 2019. A new 10-year rule generally requires accounts inherited by non-spouses to be fully distributed within 10...
Key Differences Between Mutual Funds and ETFs and Why It Matters
Exchange-Traded Funds (ETFs) and Mutual Funds often get lumped into the same bucket of investment strategies and used interchangeably in conversations. They are both wildly popular, SEC-regulated fund structures that hold a group of securities, which allows investors to easily...
High Inflation: How Long Will It Last?
In March 2022, the Consumer Price Index (CPI), the most common measure of inflation data, rose at an annual rate of 8.5%, which was the fastest rate since December 1981. It’s probably not surprising that a Gallup poll at the...