Upcoming Events – Packerland Brokerage Services

Retirees’ Credit Card Debt Levels Are ClimbingDecember 19, 2024
Key Takeaways An Employee Benefit Research Institute survey found that more than two-thirds of retirees had outstanding credit card debt… Read more: Retirees’ Credit Card Debt Levels Are Climbing
Required Minimum Distributions and IRAs: Today’s Slott Report MailbagDecember 19, 2024
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: If a client opens an IRA at age 75 and… Read more: Required Minimum Distributions and IRAs: Today’s Slott Report Mailbag
4 Things to Know About Rollovers Between Calendar YearsDecember 18, 2024
By Sarah Brenner, JD Director of Retirement Education The IRA rollover rules are always tricky. However, if you are… Read more: 4 Things to Know About Rollovers Between Calendar Years
The QCD DanceDecember 16, 2024
By Andy Ives, CFP®, AIF® IRA Analyst Tis the season for giving, and qualified charitable distributions (QCDs) are a… Read more: The QCD Dance
Weekly Market CommentaryDecember 15, 2024
-Darren Leavitt, CFA The Nasdaq eclipsed the 20,000 level for the first time this week as investors reengaged in buying… Read more: Weekly Market Commentary