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(817) 841-8150 | Carrollton, TX

Basis In Your Traditional IRA

by | Apr 30, 2025 | Uncategorized

  By Sarah Brenner, JD Director of Retirement Education While most distributions from a traditional IRA are taxable, sometimes distributions can include after-tax dollars. These after-tax dollars are known as “basis.” Handling and tracking basis in your...

72(t): Switching Methods in a Market Downturn

by | Apr 28, 2025 | Uncategorized

By Andy Ives, CFP®, AIF® IRA Analyst When a person under the age of 59½ needs access to his IRA dollars, there is a 10% early withdrawal penalty applied to any distribution, unless an exception applies. One of the many 10% penalty exceptions is a 72(t) “series of...
Weekly Market Commentary

Weekly Market Commentary

by | Apr 27, 2025 | Uncategorized

-Darren Leavitt, CFA Global financial markets rallied on several reports that suggested significant progress was being made on trade negotiations.  Vice President Vance met with Indian Prime Minister Modi on his visit to India.  The two leaders announced they were in...
6 things to consider when saving for retirement.

6 things to consider when saving for retirement.

by | Apr 24, 2025 | Weekly Newsletter

Retirement is a time to enjoy your golden years and live life to the fullest. But in order to do that, it’s important to start planning early. Retirement savings can be a complex topic, but there are a few key things to keep in mind to get started. 1. Start...