Author: Corey Shevlin

This strategy involves diversifying the different types of retirement accounts you may have investments in to help manage your tax liability. Some of the different accounts include tax-deferred retirement accounts…

Year to date (YTD) (a)S&P 500 +6.54% NASDAQ +11.96%Dow 30 +2.18% Sector Performance - 3 Month (b)Communication Services +17.73%Information Technology +15.91%Consumer Discretionary +12.33%Real Estate +11.90%Materials +8.05%Financials +7.86%Industrials +7.01%Utilities +3.11%Consumer Staples +1.89%Energy…

MARKET MONDAY - February 6th, 2023 (read below) Stocks closed in the red Friday but up for the week. The S&P was positive for two consecutive weeks (and 4 out…

The illustration shown below takes a look at the weight of the top 5 stocks in each of the major indices in the US Market. This visual representation can help…

A 60-day rollover and a direct transfer are two different ways to move retirement funds from one account to another without triggering a taxable event. A 60-day rollover is a…

New year = New contribution limits for 2023 for the following retirement savings accounts…401(k), 403(b), most 457 plans, & Thrift Savings Plans -   $22,500 (catch-up contribution limits for employees 50…

Attention anyone with a 401(k), IRA, or qualified retirement savings account. The Secure Act 2.0 has been approved by Congress and is set to be signed into law by the…