by fwsadmin | Jul 25, 2022 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst When moving retirement money from IRA to IRA, or from a workplace retirement plan like a 401(k) to an IRA, there are essentially three methods to relocate those dollars. Two of them are similar, and the third opens all kinds of...
by fwsadmin | Jul 24, 2022 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 7/22/2022 -Darren Leavitt, CFA US financial markets rallied over the week despite increasing economic growth concerns. A very weak BofA Fund Manager Survey validated a sense that some, if not most, of the coming economic weakness has...
by fwsadmin | Jul 21, 2022 | IRA Blog
By Ian Berger, JD IRA Analyst Question: I have just read as many questions and answers as I could on The Slott Report and am still very confused. Simply put, I am over 80 years old, and I have had a Roth and a traditional IRA for many years. My daughter is the sole...
by fwsadmin | Jul 21, 2022 | Uncategorized
Prepare for the monetary shock of widowhood When you lose your mate, you lose so much—your best friend, your equilibrium, your future together. And just when you’re at your lowest, it hits you: You could lose a lot of money, too. Your finances may crash in myriad ways...
by fwsadmin | Jul 20, 2022 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Back in 2020 when COVID first became our new reality, Congress enacted the CARES Act. The CARES Act allowed qualified individuals who were affected by COVID to take penalty-free distributions from their retirement...