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IRAs

It’s a New Year, a New Decade … Are Your Finances Ready?

by Carolyn Walder

Many folks have probably read some version of the “2019 Year-End Checklist” that you need to consider for your finances. Well, this blog is going to take that one step further! While it is good to review these checklists to see if you have done what you wanted to accomplish this past year, it is much more helpful to start off the new year examining what you want to accomplish in the New Year so you have time to plan and schedule these events instead of frantically running around at the holidays! Here are some areas that you should consider …

Proper Asset Allocation Is Key to Maximizing Portfolios

by Carolyn Walder

What if we were to tell you that managing your portfolio a specific way could earn you more money over the long term without any more risk?  Would you be interested?

Don’t Let the Tax Tail Wag the Divorce Dog

by Bonnie A. Sewell, CFP®, CDFA™, AIF®

Things to Consider for Your “To Do by December 31st” List

By Carolyn T. Walder

Whether to Consolidate an IRA and 403(b)

By Diana Batchelor

Several years ago, it made sense to keep a 403(b) in addition to an Individual Retirement Account (IRA) because the participant was not required to take his or her Required Minimum Distribution (RMD) until age 75. Congress and the IRS agreed to change this effective January 1, 2008, to make the rules more consistent for IRAs, SEP IRAs, Simple IRAs, 401(k)s, and 403(b)s.

Consider Rolling Over Your TSP to an IRA After You Retire

By Carolyn Walder

For those of you retiring from the federal government with a TSP, consider transferring those funds to an IRA. Transferring to an IRA is beneficial in the following ways:

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