Inherited IRAs – IRS Issues Final Regulations
Prior to 2019, most beneficiaries of Inherited IRAs could stretch out Required Minimum Distributions (RMDs) over their lifetime. However, the first SECURE Act eliminated this benefit and required that most non-spouse beneficiaries empty inherited accounts within 10 years. This change led to considerable confusion, most notably, whether annual RMDs were necessary during this 10-year period. […]
Navigating The Fed’s Interest Rate Strategy
With today’s interest rate environment, investors have been able to capitalize off high-yielding money market funds and/or savings accounts. We do not anticipate this kind of yield forever, since the Federal Reserve indicates plans to decrease interest rates gradually. Based on the Fed’s plan, investors should expect to earn a similar yield on their cash […]
Rockbridge Institutional – June 2024 Market Review
Market Review Stocks Returns of stock market indices over the last quarter were mixed. The S&P 500 Index was up above 4%. Stocks traded in Emerging Markets also turned in a good quarter, MSCI Index was up 5%. Domestic small cap stocks (Russell 2000 Index), on the other hand, were up over 3%. Stocks traded in […]
