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Financial Information from Triplett-Westendorf Financial Group

Money Management

Life After Stretch IRAs

Author By Mark Triplett

Date 6 years ago

Pending Legislation Could Affect Inherited IRAs in a Big Way Inherited IRAs, or “Stretch IRAs,”…

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Retirement Planning

You’re Going on Vacation!

Author By Mark Triplett

Date 6 years ago

Where you going? You: Mark, we’re going on vacation! Me: That’s great? Where are you…

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401(k)

True Liquidity Versus Allocation Liquidity

Author By Mark Triplett

Date 7 years ago

Two hydrogen atoms to one oxygen atom and you get an amazing substance! H2O, AKA…

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401(k)

Required Minimum Distribution‘s

Author By Mark Triplett

Date 7 years ago

Did you get your taxes done on time? Good for you! It seems each year…

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401(k)

You’re Paying Somebody… What Are You Receiving In Return?

Author By Mark Triplett

Date 7 years ago

Here are a few questions I have to ask you. Do you have investments? Do…

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Financial Planning

Order Of Returns Risk

Author By Mark Triplett

Date 7 years ago

One of the most mystifying risks in retirement is the Order Of Returns risk. Investing…

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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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