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Financial Information from Triplett-Westendorf Financial Group

401(k)

Secure act 2.0 relevant Changes

Author By Mark Triplett

Date 9 months ago

In the waning hours of 2022, Congress passed a $1.7 trillion omnibus spending bill. The…

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401(k)

Important 2023 Financial Changes

Author By Mark Triplett

Date 11 months 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 1 year ago

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

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401(k)

Retiring During Rising Interest Rates

Author By Mark Triplett

Date 2 years ago

Year over year inflation was 10.32%. The Federal Reserve hiked interest rates to over 19%….

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401(k)

Risk Tolerance Vs Risk Capacity

Author By Mark Triplett

Date 2 years ago

If you’ve ever worked for an employer who offered a workplace retirement plan, like a…

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401(k)

When is a good time to convert from an IRA to a Roth?

Author By Mark Triplett

Date 3 years ago

When is a good time to convert from an IRA to a Roth? An attendee…

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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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