Blog

Monday, June 29, 2020

The CARES Act made a few changes to the rules surrounding retirement account withdrawals... Under normal circumstances, if you withdraw money from your qualified retirement plan – like a 401(k) or 403(b) plan – or...

 

Tuesday, June 23, 2020

An “eye-popping” $2 trillion in cash has been stashed in deposit accounts at U.S. banks since the COVID-19 pandemic first hit the country in January.1This surge of money into banks has no precedent in history.Several...

 

Saturday, April 25, 2020

According to the Financial Times: “One of the basic rules of investment is coming unstuck, forcing some fund managers to rethink how they build their portfolios.” All to say the classic portfolio structure — 60%...

 

Monday, April 20, 2020

For many people, the term 401k is synonymous with retirement preparation, and sometimes represents the full extent of their preparedness. Such accounts are often included as part of a benefits package provided by employers, and...

 

Wednesday, April 15, 2020

A Roth IRA is an individual retirement account that offers tax-free growth and tax-free withdrawals in retirement. Roth IRA rules dictate that as long as you've owned your account for 5 years and you're age 59½ or older, you...