WynnSights Blog

Provisions of the recent CARES Act makes it easier for retirement plan participants to take early withdrawals and/or loans from those plans

I don’t believe young people are disinterested in saving and investing.

Among the important provisions of the Coronavirus-related CARES Act are waivers for Retirees with withdrawals due in 2020

Who pays taxes on capital gains of stock sold during a given year by fund managers.

The main concern folks – especially young folks – have with IRAs is their “forever” feature.

it’s important that Millennials and Gen-Zers begin saving (and investing) early in order to optimize The Amazing Power of Compounding.

The easiest path for a Millennial or Gen-Zer to become financially independent and retire early is to carefully select his/her parents.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act made several changes to retirement account rules.

Create Roth IRAs by offering to make the annual contribution or to match contributions.

Most 30-somethings – if college graduates – will still have an outstanding student loan, a spouse, and a starter home.

Unfortunately, because credit is plentiful most 20-somethings save very little by age 30.

The median retirement savings for most Americans in the decade preceding retirement (age 55-64), wallows in the neighborhood of $100,000.

Because she works and has “earned income”, Raegan is carefully researching the possibility of opening a Roth.

The Three-Legged Stool – a financial phrase that describes the most common sources of retirement income for many individual investors

Without careful, long-term planning, investing is a fool’s game.

Compound interest is at the very core of developing an optimal long-tern saving and investment program.