Secure Act 2.0 and Your IRA Distribution Drew McGaw | January 30, 2023 Learn about the Secure Act 2.0 and your IRA distribution, including changes when owners of retirement accounts must start taking RMDs.
What is a 529 College Savings Plan? Drew McGaw | January 13, 2022 529 plans are sponsored by states, state agencies, or educational institutions and are authorized by the Internal Revenue Code.
Bonds, Interest Rates, and the Impact of Inflation Drew McGaw | January 5, 2022 Though the ups and downs of the bond market are not usually as dramatic as in the stock market, they can still impact your overall return.
Retirement Planning: The Basics Drew McGaw | December 31, 2021 Today, sound retirement planning is critical. Read on to learn the basics. Maybe this is the year your retirement plan really gets off the ground.
5 Tips to Regain Your Retirement Savings Focus in 2021 Drew McGaw | January 4, 2021 If you’re feeling stressed heading into the new year, these tips may help you focus your retirement savings strategy in 2021.
Estate Planning Strategies in a Low-Interest-Rate Environment Drew McGaw | December 23, 2020 Low interest rates generally favor certain estate planning strategies over others and may have a detrimental effect on others.
Socially Responsible Investing Drew McGaw | October 19, 2020 There are many approaches to what may also be known as mission investing, green investing, or impact investing.
Fighting Investment Fraud: Investor Awareness Drew McGaw | May 11, 2020 Learn the three questions investors can ask to help the Washington DFI identify suspected COVID-19 related investment scams.
CARES Act: Retirement Plan Relief Provisions Drew McGaw | April 29, 2020 The CARES Act includes special provisions for accessing your retirement funds penalty-free for coronavirus-related distributions.
Handling Market Volatility Drew McGaw | March 27, 2020 Though there’s no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help.