by fwsadmin | Jul 9, 2021 | Uncategorized
Annuities are contracts issued and distributed (or sold) by financial institutions where the funds are invested with the goal of paying out a fixed income stream later on. They are mainly used for retirement purposes and help individuals address the risk of outliving...
by fwsadmin | Jul 8, 2021 | IRA Blog
Sarah Brenner, JD Director of Retirement Education Question: Ed, I recently saw an email from you on QCDs when deductible IRA contributions are made in the same year. It discussed how these two transactions interact with each other. I am also wondering if the offset...
by fwsadmin | Jul 7, 2021 | IRA Blog
Sarah Brenner, JD Director of Retirement Education When you contribute to a traditional IRA you make a deal with Uncle Sam. You can get a tax deduction and tax deferral on any earnings in your IRA. However, eventually the government is going to want its share and will...
by fwsadmin | Jul 5, 2021 | Uncategorized
Weekly Market Commentary – 7/2/2021 -Darren Leavitt, CFA Economic data for the week was headlined by the Employment Situation Report that resulted in mixed results. The S&P 500, the Dow, and the NASDAQ forged another set of all-time highs while the Russell...
by fwsadmin | Jul 1, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi. My name is John and I have a Roth question. I have read your most recent book but did not find the answer to this question. I have made non-deductible contributions to a traditional IRA for many years, so about half...