Category
401(k) and IRA: A Combined Savings Strategy
By Mark FisselPosted on November 30th, 2021
Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost […]
Learn MoreWomen Face Challenges in a Post-Pandemic World
By Mark FisselPosted on September 29th, 2021
The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic’s impacts on women have been far-reaching and […]
Learn MoreDecisions, Decisions: Weighing the Pros and Cons of an IRA Rollover
By Mark FisselPosted on June 1st, 2021
If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA. But this isn’t […]
Learn MoreThinking About a Roth Conversion This Year?
By Anne ZavagliaPosted on July 2nd, 2020
The low tax environment coupled with market volatility makes Roth Conversions even more appealing this year. The current tax rates are set to sunset after […]
Learn MoreTapping Retirement Savings During a Financial Crisis
By Mark FisselPosted on July 1st, 2020
As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation […]
Learn MoreFour Questions on the Roth Five-Year Rule
By Mark FisselPosted on May 29th, 2020
The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth […]
Learn MoreMid-Year Is a Good Time to Fine-Tune Your Finances
By Mark FisselPosted on May 29th, 2020
The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the […]
Learn MoreCoronavirus Distributions from Workplace Retirement Plans
By Anne ZavagliaPosted on May 1st, 2020
Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic Security (CARES) Act[i] was signed into law on March 27, […]
Learn MoreIs It Time to Review Your IRA Estate Planning Strategies?
By Mark FisselPosted on February 27th, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included […]
Learn MoreSECURE Act Can Have Big Impact on your Estate Plan & Trusts
By Anne ZavagliaPosted on January 30th, 2020
Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have […]
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