Archive for June 2024
The truth about taking money out of your Roth IRA [Richmond Refreshers]
If you have a Roth IRA, you may wonder what makes a withdrawal qualified so that you can take out funds tax and penalty free. Learn what you need to…
Read MoreLeaving your legacy to multiple heirs?
When creating a financial plan, many people wish to leave a legacy for their loved ones. Some individuals choose to name their spouse as the sole beneficiary, while others have…
Read MoreNavigating the Market Maze[Matt’s Minutes June 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, provides a comprehensive analysis of market conditions, including the performance of major benchmarks such as S&P 500, Dow Jones, and NASDAQ.…
Read MoreUh oh, you missed the 60-day IRA rollover deadline?
If you recently withdrew money from your retirement account with plans to execute a 60-day rollover but missed your deadline, you may be worried about the consequences. Life happens, and…
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