Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Despite all of the uncertainties within the investment landscape, global markets were able to post nice gains last week.  Fourth-quarter earnings continued to roll in with notable results from Coca-Cola, McDonald’s, Roku, Cisco Systems,...

Do I Have to Take an RMD Before Rolling Over My 401(k) Distribution?

By Ian Berger, JD IRA Analyst   Here’s one question that keeps coming up: If I retire in the year when I turn 73 (or older) and want to directly roll over my 401(k) funds to an IRA, do I have to first take a required minimum distribution (RMD) from my 401(k)?...