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Hugh F. Wynn
May 7, 20204 min read
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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