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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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Retirement Planning

Does A Delayed Claiming Strategy Make More Sense?

Author By Mark Triplett

Date 3 years ago

Unless you have been diagnosed with a life threatening medical condition that could potentially shorten…

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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)

Risk Tolerance Vs Risk Capacity

Author By Mark Triplett

Date 3 years ago

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

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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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