Blog & Tools
Between you and your money, you can make it happen. We can help.
Between you and your money, you can make it happen. We can help.
Investing
Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do this while you are still working for your current employer – without any withholding or early withdrawal penalties?
As you navigate your finances in the coming months, be aware of the resources available to you through Summit. Summit members qualify for a complimentary no-cost, no-obligation consultation with a Summit Financial Advisor.
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. The CARES Act has far-reaching implications for many. Here are the most important provisions to keep in mind.
Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help.
Learn the 2020 info for IRA contribution limits, Traditional IRA limits, Roth IRA income limits and employer retirement plans.
Have you considered investing? If you're already really good at saving, the next smart step is to put your money somewhere it can really grow. Yep, that means investing. Getting your portfolio on. With Summit Financial Advisors ready to help, you've got this.