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Blog & Tools
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SFA
Summit Financial Advisors
The Pros and Cons of Early Retirement Plan Rollovers
SFA, Investing, Retirement
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?

  
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Summit Financial Advisors
Financial Planning in Uncertain Times
Investing, Financial Planning, Protecting Your Finances, SFA
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.
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Summit Financial Advisors
Key Provisions of the CARES Act
Investing, SFA, Financial Planning
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.
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QUARTERLY ECONOMIC UPDATE: Q1 2020
SFA
A review of Q1 2020, Presented by Summit Financial Advisors
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Summit Financial Advisors
Handling Market Volatility
SFA, Investing
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.
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Summit Financial Advisors
IRA and Retirement Plan Limits for 2020
Retirement, Investing, SFA
Learn the 2020 info for IRA contribution limits, Traditional IRA limits, Roth IRA income limits and employer retirement plans.
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