by fwsadmin | Jul 5, 2022 | IRA Blog
By Ian Berger, JD Director of Retirement Education Should I Accept a Lump Sum Buyout Offer? With economic uncertainty increasing, more companies with defined benefit (DB) pension plans will likely attempt to improve their bottom line by offering lump sum buyouts. A...
by fwsadmin | Jul 4, 2022 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 7/1/2022 -Darren Leavitt, CFA Markets took a step back after the prior week’s impressive rally. The same culprits showed up to dampen investors’ appetite for risk assets- growth concerns, inflation, and hawkish central bank rhetoric....
by fwsadmin | Jul 1, 2022 | Uncategorized
Monthly Commentary – June ’22 -Darren Leavitt, CFA It was just an ugly month of June for investors and for that matter the 1st half of 2022. All asset classes seemed to fall except for the US dollar. The month started with a “peak inflation” narrative...
by fwsadmin | Jun 30, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst Question: I am 66 and would like to convert one of my IRAs to a Roth, but I am not sure if any of my old IRA accounts have any after-tax contributions. I have no records, so I assume they are all pre-tax but I am not sure. If I convert...
by fwsadmin | Jun 29, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Over the past couple of months I have been tasked with the unfortunate responsibility of helping my mother sort through her financial affairs after the death of her spouse. My dad passed in March, and it has been a steady stream of...