by fwsadmin | Dec 9, 2021 | Uncategorized
There’s still time to give your savings a good boost before you retire If you’re between 55 and 64 years old, you still have time to boost your retirement savings. Whether you plan to retire early, late, or never ever, having an adequate amount of money...
by fwsadmin | Dec 8, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst My November 29 Slott Report entry was titled “The Pro-Rata Rule Explained – You are Not Getting Taxed Twice.” I closed that article by stating there are exceptions to the pro-rata rule and ways to clean up an IRA that contains a...
by fwsadmin | Dec 6, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education In volatile times like these, when inflation is looming, retirement savers may look to invest their IRAs in gold. Advertisements on the internet and cable tv make it look easy, but that is not the full story. The...
by fwsadmin | Dec 6, 2021 | Uncategorized
Weekly Market Commentary – 12/3/2021 -Darren Leavitt, CFA Markets continued to be volatile in the first week of December. Fed Chairman Jerome Powell and Treasury Secretary Janet Yellen struck a more hawkish tone during their semiannual testimony in front of...
by fwsadmin | Dec 2, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Question: Good afternoon, Mr. Slott. I am trying to complete my taxes for last year, and the tax agent is stating that, because I had two 401(k) rollovers (each from a different employer), that I would be charged a penalty for one...