by fwsadmin | Jan 28, 2022 | Uncategorized
Social Security survivors benefits are paid to widows, widowers, and dependents of eligible workers. This benefit is particularly important for young families with children. This page provides detailed information about survivors benefits and can help you understand...
by fwsadmin | Jan 27, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst Question: My question relates to an IRA withdrawal that is then deposited as a Roth conversion. Will this withdrawal count as a once-per-year IRA rollover? Thanks in advance for your wonderful advice. Regards, Peter Answer: Hi Peter,...
by fwsadmin | Jan 26, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The rollover rules can be especially challenging at the end of the calendar year. If you took a distribution from your IRA at end of 2021 and are considering a rollover in 2022, here is what you need to know....
by fwsadmin | Jan 24, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst 72(t) payments have suddenly become a better deal for IRA owners and company plan participants. Also known as “substantially equal periodic payments,” 72(t) payments are advantageous because they are exempt from the 10% early distribution...
by fwsadmin | Jan 23, 2022 | Uncategorized
Weekly Market Commentary – 1/21/2022 -Darren Leavitt, CFA It was another brutal week for investors as global markets continued to sell-off. Concerns regarding the path of global central bank policy and a lackluster start of fourth-quarter earnings weighed on...