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Reviews

Mary Klimchak

“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”

Mary Klimchak

“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”

Mary Klimchak

“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”

Blog

4 Key Decisions for Early Retirement

4 Key Decisions for Early Retirement

‘Will your money last?’ isn’t the only question to consider before retiring. I was chatting with a friend the other day about his retirement—possibly an early one. At age 60, he has worked hard, saved aggressively, and invested well. Most important, he’s pretty burned...

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Check Both Boxes for Tax-Free Roth IRA Earnings

By Andy Ives, CFP®, AIF® IRA Analyst Roth IRAs follow strict distribution ordering rules. Contributions come out first, then converted dollars, and then earnings. It does not matter how many Roth IRAs a person has, or if the accounts are held at multiple custodians....

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How Plan After-Tax Contributions Are Taxed When Converted

By Ian Berger, JD IRA Analyst   The April 23, 2025, Slott Report article, “After-Tax 401(k) Contributions Shouldn’t Be an Afterthought,” discusses how 401(k) after-tax contributions can be moved into Roth accounts through in-plan Roth conversions, the “mega...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global markets rallied for a second week as the S&P 500 clinched nine consecutive days of gains- something not seen in two decades.  News that trade negotiations between the US and seventeen countries would occur over the next few weeks...

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