by fwsadmin | Oct 7, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: Dear Ed Slott and Company, I am a longtime subscriber, having met and talked with Ed at several industry conferences, going back well over 20 years. Which, with all of Ed’s great work and active...
by fwsadmin | Oct 6, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst When it comes to taxes and the 10% early distribution penalty, do not allow the underlying investments within a Traditional IRA to confuse what is applicable. Earnings within an IRA are just earnings. It does not matter if those...
by fwsadmin | Oct 4, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education It’s hard to keep up with the news out of Washington these days! We have been getting a ton of questions on how the new tax proposals recently passed by the House Ways and Means Committee would impact Roth...
by fwsadmin | Oct 3, 2021 | Uncategorized
What to do now, as the pandemic surges yet again in the U.S. COVID-19 is once again raging throughout the U.S., and in much of the world it has never stopped doing so. Safe and highly effective vaccines are available, but not everywhere, and even where they are, not...
by fwsadmin | Oct 3, 2021 | Uncategorized
Weekly Market Commentary – 10/1/2021 -Darren Leavitt, CFA Financial markets took a step back in the final week of the third quarter. Increased inflation expectations pushed US Treasury yields higher, which induced valuation concerns on large-cap growth stocks....