BLOGS
FROM THE DESK OF THE CWS TEAM
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TRUSTED ECONOMIC PERSPECTIVES
Refocusing the Fed
If you follow the financial press, the conventional wisdom has come to the simple conclusion that the way to fight inflation is raising interest rates.
Mortgage Reset Alarmism Is Off the Mark
Some investors think the US is already in a recession. As we wrote two weeks ago and as recent data have confirmed, we don’t think that’s the case.
How About More Freedom?
As we celebrate 246 years of national independence, our country is now more than two years into an economic recovery from the two-month COVID Lockdown Depression.
OUTLOOK
Tax-Deferred Accounts: IRS Distribution Requirements
Tax-deferred accounts such as IRAs and 401(k) plans are excellent vehicles for saving for retirement. But the IRS imposes a number of distribution requirements that, if not met, can result in penalties.
Should You Convert to a Roth IRA?
Whether an investor benefits from converting assets within a traditional IRA to a Roth account may depend on the amount of time he or she plans to leave the assets invested, estate planning strategies, and his or her willingness to pay the federal income tax bill that a conversion is likely to trigger.
Retirement Planning Tips for Fifty-Somethings
Entering your 50s and behind in your retirement planning goals? Don’t fret. You’ve still got time to get your financial plan back on track.
FINRA Resources For Investors
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