by fwsadmin | Nov 11, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Question: When calculating my required minimum distribution (RMD) amount, is my Roth IRA balance added to my traditional IRA balance? I understand I don’t have to withdraw from my Roth – just want to know how RMD’s...
by fwsadmin | Nov 10, 2021 | IRA Blog
By Ian Berger, JD IRA Analyst The September 29, 2021 Slott Report summarized the rules for taking non-hardship withdrawals from 401(k) plans. This article will focus on the hardship withdrawal rules. Most company savings plans allow you to pull out your funds to take...
by fwsadmin | Nov 8, 2021 | Uncategorized
Weekly Market Commentary – 11/5/2021 -Darren Leavitt, CFA Wow-what a week on Wall Street! US equity indices hit another set of all-time closing highs. Market sentiment was bolstered on several different fronts. 3rd quarter corporate earnings continued to...
by fwsadmin | Nov 8, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst As Roth IRA conversions become more popular, questions and misconceptions abound. In no particular order, here are a dozen Roth IRA conversion facts to be aware of: 1. Anyone with an IRA can do a Roth conversion. There are no...
by fwsadmin | Nov 4, 2021 | Uncategorized
Steps you can take to avoid disagreements over spending and much more You’ve looked forward to retirement for decades — the chance to slow down the pace, to live in a different place, to see parts of the world you’ve only dreamed of, to spoil the grandkids...