by fwsadmin | May 20, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst Employees leaving their jobs are often surprised to discover they aren’t entitled to the full balance of their company plan account. The reason is that some plans impose a vesting rule on certain types of contributions. What do the...
by fwsadmin | May 20, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Last week in Kansas City, the Ed Slott team hosted our first in-person training program for members of our Elite Advisor Group since late 2019. While we managed to stay in contact with everyone via virtual meetings for the last two...
by fwsadmin | May 20, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Question: I have a 401(k) that I’d like to use a portion for a QCD. I understand that QCD’s have to be from an IRA. Can I move a portion to an IRA for the QCD? How will this affect my RMD from my 401(k)? Federal tax...
by fwsadmin | May 20, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The real estate market is red hot right now. This can be especially challenging for first time home buyers. IRA savings are intended to be used for your retirement. However, if you are like many others, your IRA...
by fwsadmin | May 20, 2022 | Uncategorized
The answer: $1,000 more than you could in 2021 A 401(k) plan is a great way to increase your retirement savings. Your employer will deduct your pretax contributions from your paycheck, and your savings will be tax-deferred until you take withdrawals during retirement....