by fwsadmin | Jul 1, 2021 | Uncategorized
Monthly Market Recap – June 2021 -Darren Leavitt, CFA US financial markets were able to rally to new records in June despite a more hawkish Federal Reserve and rhetoric that suggested the US economy had seen peak growth and peak inflation expectations. A...
by fwsadmin | Jun 30, 2021 | Uncategorized
Ian Berger, JD IRA Analyst Would you like to make charitable donations from your IRA but aren’t eligible for a qualified charitable distributions(QCD) because you’re under age 70 ½? Are you eligible for QCDs but want to donate more than the $100,000 annual limit? Are...
by fwsadmin | Jun 30, 2021 | Uncategorized
IDENTIFY RETIREMENT STRATEGIES TO PUT IN PLACE NOW—LIKE ANNUITIES— TO LIVE RETIREMENT ON YOUR TERMS. As the pandemic thankfully wanes, we are starting to see its impact and long-term repercussions on retirement planning and security. One thing that hasn’t changed is...
by fwsadmin | Jun 28, 2021 | Uncategorized
YOU MAY NOT BE FAMILIAR with annuities, but they have a rich history dating back to Ancient Rome. In fact, millions of Americans currently use annuities to help their retirement savings grow and to create protected income that can help cover essential expenses and...
by fwsadmin | Jun 28, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst By now, we all know the SECURE Act outlined a group of people that are still permitted to stretch inherited IRA payments over their own single life expectancy. This group is called “eligible designated beneficiaries” (EDBs). Yes,...