Archive - June 1, 2016

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What to Make of the Markets During an Election Year
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Stretch IRA – A Legacy in the Making

What to Make of the Markets During an Election Year

Taking a Look into Patterns Created During Election Years Answers Some Questions, But Raises Others.

The question about presidential elections and their impact on the markets is one we hear a lot, especially every 4 years! We, along with numerous others, have researched this topic extensively and as you would expect, the results are conflicting with no clear cut answer. Just when a particular theory or pattern seems to be dominant, it stops working. However, there are some statistics that seem to attract attention (see sidebar).

Hail to the Stocks

The first year and second year of a president’s term tend to be the

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Stretch IRA – A Legacy in the Making

The term Stretch IRA has become a popular way to refer to an IRA (either traditional or Roth) that has provisions that make it easier to “stretch out” the time that funds can stay in the IRA after the death of the owner. A stretch IRA is not a special type of IRA under the Internal Revenue Code, rather, it’s a traditional or Roth IRA that has language in the custodial or trust document that gives a beneficiary or contingent beneficiary the option to take distributions from an inherited IRA over the beneficiary’s life expectancy. This language also generally allows …

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