by fwsadmin | Jun 12, 2022 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary -6/10/2022 -Darren Leavitt, CFA Global growth concerns were raised throughout the week on multiple fronts. Central bank policy from the Eurozone, India, and Australia promoted tighter monetary policy. Higher fuel prices stoked fears of...
by fwsadmin | Jun 10, 2022 | Uncategorized
Social Security retirement benefits are primarily based on two factors: your average income over your working life and your age when you claim them. You get to decide when to start collecting benefits, within an eight-year window from age 62 to age 70. The longer you...
by fwsadmin | Jun 9, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst Question: Good Day, I have a client (age 65) who inherited a traditional IRA from her mother in 2020. I know that she must empty the account by 12/31/30. She is not an eligible designated beneficiary (EDB). I’m trying to calculate the...
by fwsadmin | Jun 8, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst SCENARIO: John owns multiple Roth IRAs. He believes it is necessary to maintain all these accounts to keep things properly organized and to track his 5-year conversion clocks. He has contributed to Roth IRA #1 for over a decade. He...
by fwsadmin | Jun 6, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education You can have too much of a good thing. While saving for retirement with an IRA is a good strategy, there are limits. When a contribution is not permitted in an IRA, it is an excess contribution and needs to be...