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Financial Information from Triplett-Westendorf Financial Group

401(k)

Important 2023 Financial Changes

Author By Mark Triplett

Date 2 years ago

After a rather sleepy 2022 regarding tax and retirement plan changes, many rules impacting retirement…

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401(k)

Understanding the Two Roth IRA 5-year Rules

Author By Mark Triplett

Date 2 years ago

Many would agree that Roth IRAs are special retirement accounts. They are funded with after…

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Financial Planning

COVID Relief Bill’s Tax, Cash Benefits Can Apply to Some Wealthy Clients

Author By Mark Triplett

Date 4 years ago

Financial Planning | March 11, 2021 The $1.9 trillion COVID relief package signed by President…

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Tax Planning

Avoiding Taxable Events

Author By Mark Triplett

Date 4 years ago

It seems like many folks we talk to would prefer to pay as little in…

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Financial Planning

You Just Received Notice of an Inheritance: What Should You Do?

Author By Mark Triplett

Date 4 years ago

You’ve just been notified that you are receiving an inheritance. Someone cared enough about you…

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401(k)

The Plight of a Retired Widow–Part 2

Author By Mark Triplett

Date 4 years ago

In last month’s publication we explored the complications that can arise when a retirement plan…

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Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Click these links to access the most recent copy of the Royal Fund Management brochure ADV 2A, 401K Maneuver brochure ADV 2A, Mark Triplett’s ADV 2B, and RFM Privacy Policy.

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