by fwsadmin | Nov 18, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: Can someone take an in-service withdrawal from their 401(k) and directly transfer it to their IRA, then take a QCD from the IRA to satisfy the RMD amount attributed to the 401(k)? I am 72 years old and I...
by fwsadmin | Nov 18, 2021 | Uncategorized
The income ranges, adjusted annually for inflation, determine which tax rates apply to you You may be making plans for filing your 2021 income taxes, but in a few short weeks you’ll be living in tax year 2022, and tax year 2022 will differ substantially from...
by fwsadmin | Nov 17, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst As we careen into the holiday season, there remains a deceitful underbelly of dirtbags operating their typical scams. Giant inflatable Christmas decorations in front of your home or a menorah in the window will not dissuade...
by fwsadmin | Nov 15, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2022. As expected, due to inflation in the economy, many of the dollar limit restrictions on retirement accounts will increase...
by fwsadmin | Nov 14, 2021 | Uncategorized
Weekly Market Commentary – 11/12/2021 -Darren Leavitt, CFA US financial markets fell from record-high levels as increases in inflation continued to weigh on investor sentiment. The tape was full of corporate news highlighted by the break-ups of General Electric...