Retirement Planning Archives

Reconsider ROTH Conversions

By Fairman Group
on June 1, 2020

What impact will rising income tax rates have on my retirement? Do I understand the tax impact of leaving my retirement assets in trust? How will my retirement account distributions impact my taxes? In the current environment, where market...

Stress Test Your Portfolio

By Fairman Group
on June 1, 2020

Will this market decline and volatility change my plans? Will I still be able to retire when I had planned to? In Financial Planning, it is critical to understand if your current actions are enough to accomplish your goals,...

Retirement: The Benefits of Planning Now

By Fairman Group
on May 18, 2020

In our present and uncertain times, sitting down to do long-term planning may not be a top priority but it should be. There is enormous value in assessing your financial condition in connection with your evolving goals and aspirations....

The Latest News Affecting Your Financial Life

By Fairman Group
on April 29, 2020

The April 2020 edition of Fairman Group Perspectives highlights returning to work after COVID-19, coronavirus scams, rebalancing portfolios, and CARES Act distributions. Learn more!

CARES Act: Retirement Plan Relief Provisions

By Fairman Group
on April 29, 2020

A 10% penalty tax generally applies to distributions from an employer retirement plan or individual retirement account (IRA) before age 59½ unless an exception applies. Due to the coronavirus pandemic, the penalty tax will not apply to up to...