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Financial Information from Triplett-Westendorf Financial Group

401(k)

Secure act 2.0 relevant Changes

Author By Mark Triplett

Date 2 years ago

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

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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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401(k)

Retiring During Rising Interest Rates

Author By Mark Triplett

Date 3 years ago

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

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Financial Planning

Medicare Premiums Higher Than Expected?

Author By Mark Triplett

Date 3 years ago

Are your Medicare premiums higher than you expected? Did you or someone you know receive…

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401(k)

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

Author By Mark Triplett

Date 4 years ago

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

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401(k)

Will You Need Less or More Income in Retirement?

Author By Mark Triplett

Date 4 years ago

Our firm holds regular educational classes at the community college campus near our Ankeny, IA…

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Ankeny, IA 50023

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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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