Hugh F. Wynn
CARES Act Allows Emergency Withdrawals from Retirement Accounts
Provisions of the recent CARES Act makes it easier for retirement plan participants to take early withdrawals and/or loans from those plans
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Hugh F. Wynn
Apr 30, 20203 min read
Save and Invest...Or I'll Wash Your Mouth Out With Soap!
I don’t believe young people are disinterested in saving and investing.
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Hugh F. Wynn
Apr 2, 20204 min read
Did You Know? You Don't Have to Take RMDs in 2020
Among the important provisions of the Coronavirus-related CARES Act are waivers for Retirees with withdrawals due in 2020
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Hugh F. Wynn
Feb 13, 20202 min read
Who Pays Taxes On Fund Distributions?
Who pays taxes on capital gains of stock sold during a given year by fund managers.
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Hugh F. Wynn
Jan 30, 20204 min read
IRA Withdrawal Exceptions: More Rules For The Tools
The main concern folks – especially young folks – have with IRAs is their “forever” feature.
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Hugh F. Wynn
Jan 23, 20203 min read
Tools with Rules: Those Fantastic IRAs
it’s important that Millennials and Gen-Zers begin saving (and investing) early in order to optimize The Amazing Power of Compounding.
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Hugh F. Wynn
Jan 2, 20204 min read
Financial Fairy Tales Can Come True (But They Need Some Pixie Dust)
The easiest path for a Millennial or Gen-Zer to become financially independent and retire early is to carefully select his/her parents.
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Hugh F. Wynn
Dec 26, 20192 min read
The Great 2019 Christmas Heist: Congressional Grinch Targets IRAs
The Setting Every Community Up for Retirement Enhancement (SECURE) Act made several changes to retirement account rules.
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Hugh F. Wynn
Dec 19, 20194 min read
Roth IRAs: The Gift that Keeps on Giving
Create Roth IRAs by offering to make the annual contribution or to match contributions.
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Hugh F. Wynn
Oct 10, 20192 min read
"Excu-u-use Me" Series: The Harried 30-Somethings
Most 30-somethings – if college graduates – will still have an outstanding student loan, a spouse, and a starter home.
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Hugh F. Wynn
Oct 3, 20195 min read
"Excu-u-use Me" Series: The Roaring 20-Somethings
Unfortunately, because credit is plentiful most 20-somethings save very little by age 30.
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Hugh F. Wynn
Sep 26, 20193 min read
The Scary Facts of Retirement Saving
The median retirement savings for most Americans in the decade preceding retirement (age 55-64), wallows in the neighborhood of $100,000.
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Hugh F. Wynn
Aug 1, 20194 min read
Raegan’s Roth Journey Begins
Because she works and has “earned income”, Raegan is carefully researching the possibility of opening a Roth.
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Hugh F. Wynn
Jul 26, 20194 min read
A Tottering Stool
The Three-Legged Stool – a financial phrase that describes the most common sources of retirement income for many individual investors
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Hugh F. Wynn
Jul 18, 20194 min read
Investing Should be Simple
Without careful, long-term planning, investing is a fool’s game.
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Hugh F. Wynn
Jul 11, 20193 min read
The Amazing Power of Compounding
Compound interest is at the very core of developing an optimal long-tern saving and investment program.
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