by fwsadmin | Nov 4, 2021 | Uncategorized
Steps you can take to avoid disagreements over spending and much more You’ve looked forward to retirement for decades — the chance to slow down the pace, to live in a different place, to see parts of the world you’ve only dreamed of, to spoil the grandkids...
by fwsadmin | Nov 1, 2021 | IRA Blog
By Ian Berger, JD IRA Analyst As discussed in the October 18 Slott Report, spousal beneficiaries of IRAs can take advantage of certain payout rules that aren’t available to non-spouse beneficiaries. For example, a surviving spouse who remains a beneficiary can defer...
by fwsadmin | Oct 30, 2021 | Uncategorized
Weekly Market Commentary – 10/29/2021 -Darren Leavitt, CFA Wall Street faced a deluge of corporate earnings in the final week of October. Generally, reports were better than expected but tempered by management concerns related to the current state of the global...
by fwsadmin | Oct 28, 2021 | Uncategorized
What Is Financial Independence, Retire Early (FIRE)? Financial Independence, Retire Early (FIRE) is a movement of people devoted to a program of extreme savings and investment that aims to allow them to retire far earlier than traditional budgets and retirement plans...
by fwsadmin | Oct 28, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: I have four IRAs. Does the once-per-year IRA rollover rule mean I can only take one distribution per year in total or does it mean I can only take one distribution per year from each of my four IRAs? Glen...