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1099-R

What is a 1099-R?

Navigating the path to a comfortable retirement is much like steering through the bustling streets of a foreign city; you need clarity and guidance to reach your destination successfully.

401k-Contribution

What is the 401k Contribution Limit for 2024?

Navigating the landscape of retirement planning can often feel like charting a course through uncharted territory. With the right knowledge and tools, however, even the most complex of financial concepts can become navigable.

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How Should Millennials Invest for Retirement?

Guide for millennials on retirement investing: dynamic strategies, fiduciary advice, long-term wealth creation, and adapting to financial trends for a secure future.

what-is-an-IRA

What is an IRA?

It's widely believed that despite the S&P 500 returning 9.5% in the past 20 years, the average investor has only achieved a 3.6% return. Why is that?

Earn-Compound-Interest

How Can I Earn Compound Interest?

In the realm of personal finance, compound interest is often touted as the eighth wonder of the world. It’s the cornerstone of wealth management and the silent worker behind the curtain in the theater of retirement planning.

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What is an RMD? Understanding Your Retirement Obligations

Retirement is a significant life milestone, but it comes with its own set of rules and regulations, especially concerning your retirement savings. One critical question that often arises is, at what age am I required to take the required minimum distributions, also known as an RMD?

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Roth IRA In Retirement Planning

Roth IRAs are a great tool to help fund your retirement. Like many other tools, a ROTH IRA has attractive features and limitations.

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What is a backdoor ROTH IRA?

Understand the concept of a backdoor ROTH IRA and how it can amplify your retirement savings with strategic financial planning.

selecting-fiduciary

Selecting a Fiduciary Financial Advisor: Unlocking Benefits for Your Retirement Planning

Explore the process of selecting a fiduciary financial advisor and highlight the benefits of working with one, focusing on the expertise of William Bevins, CFP, CTFA.

401k rollover options

401(k) Rollover Options: How to Roll Over Your 401(k) to an IRA

When first considering your investment options, many people decide to utilize a 401(k) for their retirement plans. This is often due to an appealing employer's plan for company matching. Unfortunately, if you leave the company where your 401(k) resides for any reason other than retirement, you'll need to take action regarding 401(k) rollover.

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William Bevins Jr, CFP® CTFA

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